Foundations Investment Advisors’s Independence Realty Trust IRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-12,053	Closed	-$213K	–	1068
2025 Q2	$213K	Sell	12,053 -3,016	-20%	-$56.6K	﹤0.01%	868
2025 Q1	$320K	Sell	15,069 -1,728	-10%	-$34.8K	0.01%	695
2024 Q4	$333K	Buy	16,797 +3,481	+26%	+$71.1K	0.01%	637
2024 Q3	$273K	Hold	13,316	–	–	0.01%	666
2024 Q2	$250K	Hold	13,316	–	–	0.01%	654
2024 Q1	$215K	Sell	13,316 -1,059	-7%	-$16.2K	0.01%	665
2023 Q4	$215K	Sell	14,375 -986	-6%	-$13.7K	0.01%	630
2023 Q3	$216K	Sell	15,361 -2,345	-13%	-$38.7K	0.01%	594
2023 Q2	$323K	Buy	17,706 +8	+0%	+$137	0.01%	456
2023 Q1	$284K	Sell	17,698 -35	-0.2%	-$613	0.01%	409
2022 Q4	$299K	Buy	17,733 +8	+0%	+$135	0.01%	344
2022 Q3	$297K	Sell	17,725 -8,457	-32%	-$171K	0.01%	321
2022 Q2	$542K	Buy	26,182 +2,112	+9%	+$50.8K	0.02%	216
2022 Q1	$649K	Buy	24,070 +7,100	+42%	+$174K	0.03%	165
2021 Q4	$406K	Buy	+16,970	New	+$402K	0.02%	229