Envestnet 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.39M | Sell |
191,536
-61,413
| -24% | -$1.09M | ﹤0.01% | 2474 |
|
2025
Q1 | $5.37M | Buy |
252,949
+731
| +0.3% | +$15.5K | ﹤0.01% | 2070 |
|
2024
Q4 | $5M | Buy |
252,218
+5,223
| +2% | +$104K | ﹤0.01% | 2096 |
|
2024
Q3 | $5.06M | Buy |
246,995
+135,920
| +122% | +$2.79M | ﹤0.01% | 2096 |
|
2024
Q2 | $2.08M | Buy |
111,075
+38,441
| +53% | +$720K | ﹤0.01% | 2577 |
|
2024
Q1 | $1.17M | Buy |
72,634
+48,268
| +198% | +$779K | ﹤0.01% | 2929 |
|
2023
Q4 | $373K | Sell |
24,366
-11,890
| -33% | -$182K | ﹤0.01% | 3484 |
|
2023
Q3 | $510K | Sell |
36,256
-10,154
| -22% | -$143K | ﹤0.01% | 3244 |
|
2023
Q2 | $846K | Buy |
46,410
+7,453
| +19% | +$136K | ﹤0.01% | 2860 |
|
2023
Q1 | $624K | Buy |
38,957
+6,929
| +22% | +$111K | ﹤0.01% | 3000 |
|
2022
Q4 | $540K | Sell |
32,028
-10,208
| -24% | -$172K | ﹤0.01% | 3055 |
|
2022
Q3 | $707K | Buy |
42,236
+3,436
| +9% | +$57.5K | ﹤0.01% | 2809 |
|
2022
Q2 | $804K | Sell |
38,800
-29,270
| -43% | -$607K | ﹤0.01% | 2756 |
|
2022
Q1 | $1.8M | Buy |
68,070
+30,691
| +82% | +$812K | ﹤0.01% | 2262 |
|
2021
Q4 | $965K | Buy |
+37,379
| New | +$965K | ﹤0.01% | 2654 |
|
2019
Q1 | – | Sell |
-44,355
| Closed | -$407K | – | 2994 |
|
2018
Q4 | $407K | Buy |
+44,355
| New | +$407K | ﹤0.01% | 2266 |
|
2017
Q2 | – | Sell |
-86
| Closed | -$1K | – | 3086 |
|
2017
Q1 | $1K | Sell |
86
-17
| -17% | -$198 | ﹤0.01% | 3055 |
|
2016
Q4 | $1K | Buy |
+103
| New | +$1K | ﹤0.01% | 3035 |
|
2014
Q2 | – | Sell |
-140
| Closed | -$1K | – | 2757 |
|
2014
Q1 | $1K | Buy |
+140
| New | +$1K | ﹤0.01% | 2416 |
|