Carson Wealth (CWM LLC)’s Independence Realty Trust IRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $803K | Buy |
45,404
+136
| +0.3% | +$2.41K | ﹤0.01% | 1368 |
|
|
2025
Q1 | $961K | Buy |
45,268
+3,282
| +8% | +$69.7K | ﹤0.01% | 1147 |
|
|
2024
Q4 | $833K | Buy |
41,986
+967
| +2% | +$19.2K | ﹤0.01% | 1178 |
|
|
2024
Q3 | $841K | Sell |
41,019
-94
| -0.2% | -$1.93K | ﹤0.01% | 1131 |
|
|
2024
Q2 | $770K | Buy |
41,113
+8,183
| +25% | +$153K | ﹤0.01% | 1030 |
|
|
2024
Q1 | $531K | Sell |
32,930
-948
| -3% | -$15.3K | ﹤0.01% | 1111 |
|
|
2023
Q4 | $518K | Buy |
33,878
+2,236
| +7% | +$34.2K | ﹤0.01% | 1049 |
|
|
2023
Q3 | $445K | Sell |
31,642
-505
| -2% | -$7.1K | ﹤0.01% | 1012 |
|
|
2023
Q2 | $586K | Sell |
32,147
-1,339
| -4% | -$24.4K | ﹤0.01% | 886 |
|
|
2023
Q1 | $537K | Buy |
33,486
+494
| +1% | +$7.92K | ﹤0.01% | 872 |
|
|
2022
Q4 | $556K | Sell |
32,992
-4,383
| -12% | -$73.9K | ﹤0.01% | 769 |
|
|
2022
Q3 | $625K | Buy |
37,375
+1,952
| +6% | +$32.6K | 0.01% | 689 |
|
|
2022
Q2 | $734K | Sell |
35,423
-1,546
| -4% | -$32K | 0.01% | 637 |
|
|
2022
Q1 | $977K | Buy |
36,969
+2,914
| +9% | +$77K | 0.01% | 561 |
|
|
2021
Q4 | $880K | Buy |
+34,055
| New | +$880K | 0.01% | 600 |
|
|
2019
Q1 | – | Sell |
-3,071
| Closed | -$28K | – | 3069 |
|
|
2018
Q4 | $28K | Hold |
3,071
| – | – | ﹤0.01% | 1033 |
|
|
2018
Q3 | $32K | Buy |
+3,071
| New | +$32K | ﹤0.01% | 841 |
|