Creative Planning’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 | $1.68M | Sell |
95,086
-4,745
| -5% | -$83.9K | ﹤0.01% | 1451 |
|
|
2025
Q1 | $2.12M | Sell |
99,831
-1,086
| -1% | -$23.1K | ﹤0.01% | 1134 |
|
|
2024
Q4 | $2M | Sell |
100,917
-632
| -0.6% | -$12.5K | ﹤0.01% | 1132 |
|
|
2024
Q3 | $2.08M | Buy |
101,549
+2,587
| +3% | +$53K | ﹤0.01% | 1035 |
|
|
2024
Q2 | $1.85M | Buy |
98,962
+11,338
| +13% | +$212K | ﹤0.01% | 1022 |
|
|
2024
Q1 | $1.41M | Buy |
87,624
+10,960
| +14% | +$177K | ﹤0.01% | 1123 |
|
|
2023
Q4 | $1.17M | Sell |
76,664
-20,475
| -21% | -$313K | ﹤0.01% | 1151 |
|
|
2023
Q3 | $1.37M | Sell |
97,139
-12,955
| -12% | -$182K | ﹤0.01% | 1014 |
|
|
2023
Q2 | $2.01M | Sell |
110,094
-1,715
| -2% | -$31.2K | ﹤0.01% | 811 |
|
|
2023
Q1 | $1.79M | Sell |
111,809
-837
| -0.7% | -$13.4K | ﹤0.01% | 815 |
|
|
2022
Q4 | $1.9M | Buy |
112,646
+5,714
| +5% | +$96.3K | ﹤0.01% | 763 |
|
|
2022
Q3 | $1.79M | Sell |
106,932
-3,450
| -3% | -$57.7K | ﹤0.01% | 733 |
|
|
2022
Q2 | $2.29M | Buy |
110,382
+2,987
| +3% | +$61.9K | ﹤0.01% | 671 |
|
|
2022
Q1 | $2.84M | Sell |
107,395
-17,339
| -14% | -$459K | ﹤0.01% | 615 |
|
|
2021
Q4 | $3.22M | Buy |
+124,734
| New | +$3.22M | 0.01% | 541 |
|
|
2017
Q3 | – | Sell |
-400
| Closed | -$4K | – | 2722 |
|
|
2017
Q2 | $4K | Buy |
+400
| New | +$4K | ﹤0.01% | 4032 |
|
|
2017
Q1 | – | Sell |
-1,616
| Closed | -$14K | – | 4588 |
|
|
2016
Q4 | $14K | Buy |
+1,616
| New | +$14K | ﹤0.01% | 3269 |
|
|
2016
Q3 | – | Sell |
-200
| Closed | -$2K | – | 4443 |
|
|
2016
Q2 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 3919 |
|
|
2014
Q2 | – | Sell |
-300
| Closed | -$3K | – | 3726 |
|
|
2014
Q1 | $3K | Buy |
+300
| New | +$3K | ﹤0.01% | 3177 |
|