Clearstead Trust’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 | $77.1K | Sell |
4,359
-104
| -2% | -$1.84K | 0.01% | 270 |
|
|
2025
Q1 | $94.8K | Buy |
4,463
+104
| +2% | +$2.21K | 0.02% | 213 |
|
|
2024
Q4 | $86.5K | Hold |
4,359
| – | – | 0.02% | 218 |
|
|
2024
Q3 | $89.4K | Hold |
4,359
| – | – | 0.02% | 196 |
|
|
2024
Q2 | $81.7K | Sell |
4,359
-6,033
| -58% | -$113K | 0.02% | 199 |
|
|
2024
Q1 | $168K | Hold |
10,392
| – | – | 0.04% | 150 |
|
|
2023
Q4 | $159K | Hold |
10,392
| – | – | 0.04% | 171 |
|
|
2023
Q3 | $146K | Hold |
10,392
| – | – | 0.05% | 150 |
|
|
2023
Q2 | $180K | Hold |
10,392
| – | – | 0.06% | 138 |
|
|
2023
Q1 | $167K | Hold |
10,392
| – | – | 0.05% | 148 |
|
|
2022
Q4 | $175K | Hold |
10,392
| – | – | 0.06% | 147 |
|
|
2022
Q3 | $174K | Buy |
+10,392
| New | +$174K | 0.06% | 135 |
|