CWA
Clarus Wealth Advisors’s Independence Realty Trust IRT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-23,108
| Closed | -$386K | – | 139 |
|
2022
Q4 | $386K | Buy |
23,108
+2,882
| +14% | +$48.1K | 0.25% | 84 |
|
2022
Q3 | $318K | Sell |
20,226
-2,089
| -9% | -$32.8K | 0.23% | 82 |
|
2022
Q2 | $449K | Buy |
22,315
+5,252
| +31% | +$106K | 0.32% | 63 |
|
2022
Q1 | $457K | Buy |
+17,063
| New | +$457K | 0.28% | 60 |
|