Baldwin Wealth Partners’s Independence Realty Trust IRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,500
| Closed | -$63.3K | – | 757 |
|
|
2023
Q3 | $63.3K | Sell |
4,500
-2,900
| -39% | -$40.8K | 0.01% | 364 |
|
|
2023
Q2 | $135K | Sell |
7,400
-6,326
| -46% | -$115K | 0.01% | 281 |
|
|
2023
Q1 | $220K | Hold |
13,726
| – | – | 0.02% | 232 |
|
|
2022
Q4 | $231K | Hold |
13,726
| – | – | 0.02% | 217 |
|
|
2022
Q3 | $230K | Hold |
13,726
| – | – | 0.03% | 158 |
|
|
2022
Q2 | $285K | Hold |
13,726
| – | – | 0.04% | 154 |
|
|
2022
Q1 | $363K | Sell |
13,726
-13,393
| -49% | -$354K | 0.04% | 145 |
|
|
2021
Q4 | $700K | Buy |
+27,119
| New | +$700K | 0.07% | 95 |
|