Berger Financial Group’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 | $4.96M | Sell |
280,537
-10,026
| -3% | -$177K | 0.32% | 81 |
|
|
2025
Q1 | $6.17M | Sell |
290,563
-3,562
| -1% | -$75.6K | 0.43% | 54 |
|
|
2024
Q4 | $5.84M | Sell |
294,125
-2,705
| -0.9% | -$53.7K | 0.4% | 59 |
|
|
2024
Q3 | $6.09M | Sell |
296,830
-1,839
| -0.6% | -$37.7K | 0.44% | 51 |
|
|
2024
Q2 | $5.6M | Sell |
298,669
-6,511
| -2% | -$122K | 0.45% | 51 |
|
|
2024
Q1 | $4.92M | Sell |
305,180
-11,426
| -4% | -$184K | 0.41% | 72 |
|
|
2023
Q4 | $4.84M | Sell |
316,606
-43,091
| -12% | -$659K | 0.5% | 59 |
|
|
2023
Q3 | $5.06M | Sell |
359,697
-13,091
| -4% | -$184K | 0.58% | 43 |
|
|
2023
Q2 | $6.79M | Sell |
372,788
-43,306
| -10% | -$789K | 0.77% | 31 |
|
|
2023
Q1 | $6.67M | Sell |
416,094
-10,157
| -2% | -$163K | 0.8% | 29 |
|
|
2022
Q4 | $7.19M | Sell |
426,251
-38,626
| -8% | -$651K | 0.95% | 24 |
|
|
2022
Q3 | $7.78M | Sell |
464,877
-32,928
| -7% | -$551K | 1.14% | 20 |
|
|
2022
Q2 | $10.3M | Sell |
497,805
-31,745
| -6% | -$658K | 1.51% | 15 |
|
|
2022
Q1 | $14M | Sell |
529,550
-31,820
| -6% | -$841K | 1.78% | 12 |
|
|
2021
Q4 | $14.5M | Buy |
+561,370
| New | +$14.5M | 1.92% | 10 |
|