Bank of Montreal’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 | $644K | Sell |
36,378
-30,825
| -46% | -$545K | ﹤0.01% | 1877 |
|
2025
Q1 | $1.43M | Buy |
67,203
+28,764
| +75% | +$611K | ﹤0.01% | 1453 |
|
2024
Q4 | $763K | Buy |
38,439
+3,604
| +10% | +$71.5K | ﹤0.01% | 1757 |
|
2024
Q3 | $714K | Sell |
34,835
-95
| -0.3% | -$1.95K | ﹤0.01% | 1940 |
|
2024
Q2 | $657K | Sell |
34,930
-6,584
| -16% | -$124K | ﹤0.01% | 1999 |
|
2024
Q1 | $670K | Sell |
41,514
-2,438
| -6% | -$39.3K | ﹤0.01% | 1974 |
|
2023
Q4 | $687K | Buy |
43,952
+6,986
| +19% | +$109K | ﹤0.01% | 1935 |
|
2023
Q3 | $585K | Sell |
36,966
-56,905
| -61% | -$901K | ﹤0.01% | 2006 |
|
2023
Q2 | $1.74M | Sell |
93,871
-38,728
| -29% | -$717K | ﹤0.01% | 1607 |
|
2023
Q1 | $2.54M | Buy |
132,599
+12,259
| +10% | +$235K | ﹤0.01% | 1412 |
|
2022
Q4 | $2.05M | Sell |
120,340
-21,609
| -15% | -$368K | ﹤0.01% | 1499 |
|
2022
Q3 | $2.67K | Buy |
141,949
+52,420
| +59% | +$987 | ﹤0.01% | 1406 |
|
2022
Q2 | $1.92K | Sell |
89,529
-100,486
| -53% | -$2.15K | ﹤0.01% | 1611 |
|
2022
Q1 | $5.1M | Buy |
190,015
+96,945
| +104% | +$2.6M | ﹤0.01% | 1209 |
|
2021
Q4 | $2.35M | Sell |
93,070
-45,452
| -33% | -$1.15M | ﹤0.01% | 1474 |
|
2021
Q3 | $2.89M | Buy |
138,522
+81,992
| +145% | +$1.71M | ﹤0.01% | 1739 |
|
2021
Q2 | $1.04M | Buy |
56,530
+9,341
| +20% | +$171K | ﹤0.01% | 2341 |
|
2021
Q1 | $748K | Sell |
47,189
-458,109
| -91% | -$7.26M | ﹤0.01% | 2091 |
|
2020
Q4 | $6.67M | Buy |
505,298
+360,859
| +250% | +$4.76M | ﹤0.01% | 1073 |
|
2020
Q3 | $1.73M | Buy |
144,439
+117,494
| +436% | +$1.4M | ﹤0.01% | 1474 |
|
2020
Q2 | $292K | Sell |
26,945
-84,876
| -76% | -$920K | ﹤0.01% | 2208 |
|
2020
Q1 | $874K | Buy |
111,821
+109,457
| +4,630% | +$856K | ﹤0.01% | 1566 |
|
2019
Q4 | $34K | Sell |
2,364
-6,644
| -74% | -$95.6K | ﹤0.01% | 3500 |
|
2019
Q3 | $129K | Buy |
9,008
+278
| +3% | +$3.98K | ﹤0.01% | 2704 |
|
2019
Q2 | $101K | Buy |
8,730
+7,617
| +684% | +$88.1K | ﹤0.01% | 2887 |
|
2019
Q1 | $12K | Sell |
1,113
-1,230
| -52% | -$13.3K | ﹤0.01% | 3416 |
|
2018
Q4 | $21K | Buy |
2,343
+866
| +59% | +$7.76K | ﹤0.01% | 3274 |
|
2018
Q3 | $15K | Sell |
1,477
-18
| -1% | -$183 | ﹤0.01% | 3475 |
|
2018
Q2 | $15K | Buy |
1,495
+620
| +71% | +$6.22K | ﹤0.01% | 3503 |
|
2018
Q1 | $8K | Sell |
875
-560
| -39% | -$5.12K | ﹤0.01% | 3541 |
|
2017
Q4 | $14K | Sell |
1,435
-6,168
| -81% | -$60.2K | ﹤0.01% | 3360 |
|
2017
Q3 | $77K | Buy |
7,603
+158
| +2% | +$1.6K | ﹤0.01% | 2822 |
|
2017
Q2 | $73K | Hold |
7,445
| – | – | ﹤0.01% | 2810 |
|
2017
Q1 | $70K | Hold |
7,445
| – | – | ﹤0.01% | 2720 |
|
2016
Q4 | $64K | Buy |
7,445
+1,480
| +25% | +$12.7K | ﹤0.01% | 2743 |
|
2016
Q3 | $54K | Buy |
+5,965
| New | +$54K | ﹤0.01% | 2770 |
|
2016
Q2 | – | Sell |
-400
| Closed | -$3K | – | 3866 |
|
2016
Q1 | $3K | Buy |
+400
| New | +$3K | ﹤0.01% | 3642 |
|