B. Riley Wealth Management’s Independence Realty Trust IRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $227 | Buy |
+10,936
| New | +$227 | ﹤0.01% | 621 |
|
|
2020
Q4 | – | Sell |
-14,445
| Closed | -$167K | – | 430 |
|
|
2020
Q3 | $167K | Buy |
+14,445
| New | +$167K | 0.02% | 375 |
|
|
2015
Q3 | – | Sell |
-2,500
| Closed | -$18K | – | 450 |
|
|
2015
Q2 | $18K | Hold |
2,500
| – | – | 0.01% | 626 |
|
|
2015
Q1 | $23K | Hold |
2,500
| – | – | 0.02% | 572 |
|
|
2014
Q4 | $23K | Hold |
2,500
| – | – | 0.02% | 554 |
|
|
2014
Q3 | $24K | Buy |
2,500
+1,300
| +108% | +$12.5K | 0.02% | 563 |
|
|
2014
Q2 | $11K | Buy |
+1,200
| New | +$11K | 0.01% | 797 |
|