Concorde Asset Management’s Independence Realty Trust IRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,229
| Closed | -$415K | – | 189 |
|
|
2024
Q3 | $415K | Sell |
20,229
-9,947
| -33% | -$204K | 0.23% | 76 |
|
|
2024
Q2 | $565K | Buy |
30,176
+5,747
| +24% | +$108K | 0.35% | 51 |
|
|
2024
Q1 | $394K | Buy |
24,429
+1,584
| +7% | +$25.6K | 0.27% | 66 |
|
|
2023
Q4 | $350K | Sell |
22,845
-968
| -4% | -$14.8K | 0.24% | 86 |
|
|
2023
Q3 | $335K | Sell |
23,813
-939
| -4% | -$13.2K | 0.3% | 75 |
|
|
2023
Q2 | $451K | Buy |
+24,752
| New | +$451K | 0.42% | 49 |
|
|
2023
Q1 | – | Sell |
-32,694
| Closed | -$551K | – | 117 |
|
|
2022
Q4 | $551K | Buy |
32,694
+121
| +0.4% | +$2.04K | 0.49% | 52 |
|
|
2022
Q3 | $545K | Buy |
+32,573
| New | +$545K | 0.61% | 52 |
|
|
2022
Q2 | – | Sell |
-37,556
| Closed | -$993K | – | 140 |
|
|
2022
Q1 | $993K | Buy |
+37,556
| New | +$993K | 0.66% | 48 |
|