Cypress Wealth Services’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
Q2 | – | Sell |
-24,438
| Closed | -$394K | – | 267 |
|
|
2024
Q1 | $394K | Sell |
24,438
-15,060
| -38% | -$243K | 0.09% | 168 |
|
|
2023
Q4 | $604K | Sell |
39,498
-15,267
| -28% | -$234K | 0.15% | 115 |
|
|
2023
Q3 | $771K | Sell |
54,765
-245
| -0.4% | -$3.45K | 0.21% | 92 |
|
|
2023
Q2 | $974K | Sell |
55,010
-9,400
| -15% | -$166K | 0.26% | 74 |
|
|
2023
Q1 | $1.03M | Hold |
64,410
| – | – | 0.3% | 66 |
|
|
2022
Q4 | $1.09M | Sell |
64,410
-9,050
| -12% | -$153K | 0.35% | 70 |
|
|
2022
Q3 | $1.14M | Sell |
73,460
-20,293
| -22% | -$314K | 0.39% | 64 |
|
|
2022
Q2 | $1.94M | Sell |
93,753
-9,850
| -10% | -$204K | 0.62% | 39 |
|
|
2022
Q1 | $2.74M | Sell |
103,603
-18,461
| -15% | -$488K | 0.75% | 33 |
|
|
2021
Q4 | $3.15M | Buy |
+122,064
| New | +$3.15M | 0.86% | 28 |
|