Bailard’s Independence Realty Trust IRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,300
| Closed | -$219K | – | 800 |
|
|
2025
Q1 | $219K | Hold |
10,300
| – | – | 0.01% | 674 |
|
|
2024
Q4 | $204K | Sell |
10,300
-5,000
| -33% | -$99.2K | 0.01% | 686 |
|
|
2024
Q3 | $314K | Buy |
15,300
+4,300
| +39% | +$88.2K | 0.01% | 562 |
|
|
2024
Q2 | $206K | Buy |
+11,000
| New | +$206K | 0.01% | 674 |
|
|
2024
Q1 | – | Sell |
-18,215
| Closed | -$279K | – | 775 |
|
|
2023
Q4 | $279K | Buy |
18,215
+1,115
| +7% | +$17.1K | 0.01% | 562 |
|
|
2023
Q3 | $241K | Hold |
17,100
| – | – | 0.01% | 604 |
|
|
2023
Q2 | $312K | Sell |
17,100
-15,300
| -47% | -$279K | 0.01% | 503 |
|
|
2023
Q1 | $519K | Buy |
+32,400
| New | +$519K | 0.02% | 384 |
|
|
2022
Q4 | – | Sell |
-36,800
| Closed | -$616K | – | 747 |
|
|
2022
Q3 | $616K | Hold |
36,800
| – | – | 0.03% | 312 |
|
|
2022
Q2 | $763K | Buy |
36,800
+4,000
| +12% | +$82.9K | 0.03% | 283 |
|
|
2022
Q1 | $867K | Sell |
32,800
-13,700
| -29% | -$362K | 0.03% | 291 |
|
|
2021
Q4 | $1.2M | Sell |
46,500
-2,600
| -5% | -$67.2K | 0.04% | 246 |
|
|
2021
Q3 | $999K | Buy |
49,100
+1,500
| +3% | +$30.5K | 0.03% | 269 |
|
|
2021
Q2 | $868K | Buy |
+47,600
| New | +$868K | 0.03% | 296 |
|
|
2020
Q2 | – | Sell |
-32,300
| Closed | -$289K | – | 531 |
|
|
2020
Q1 | $289K | Buy |
32,300
+3,100
| +11% | +$27.7K | 0.02% | 324 |
|
|
2019
Q4 | $411K | Buy |
29,200
+15,100
| +107% | +$213K | 0.02% | 345 |
|
|
2019
Q3 | $202K | Buy |
+14,100
| New | +$202K | 0.01% | 472 |
|
|
2019
Q1 | – | Sell |
-45,900
| Closed | -$421K | – | 566 |
|
|
2018
Q4 | $421K | Sell |
45,900
-4,300
| -9% | -$39.4K | 0.03% | 336 |
|
|
2018
Q3 | $529K | Buy |
+50,200
| New | +$529K | 0.03% | 359 |
|