Carson Wealth (CWM LLC)’s Independence Realty Trust IRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$634K Sell
2025
Q2
$803K Buy
2025
Q1
$961K Buy
2024
Q4
$833K Buy
2024
Q3
$841K Sell
2024
Q2
$770K Buy
2024
Q1
$531K Sell
2023
Q4
$518K Buy
2023
Q3
$445K Sell
2023
Q2
$586K Sell
2023
Q1
$537K Buy
2022
Q4
$556K Sell
2022
Q3
$625K Buy
2022
Q2
$734K Sell
2022
Q1
$977K Buy
2021
Q4
$880K Buy
2019
Q1
Sell
2018
Q4
$28K Hold
2018
Q3
$32K Buy