FIA
Foundations Investment Advisors’s Independence Realty Trust IRT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $213K | Sell |
12,053
-3,016
| -20% | -$53.4K | ﹤0.01% | 868 |
|
2025
Q1 | $320K | Sell |
15,069
-1,728
| -10% | -$36.7K | 0.01% | 695 |
|
2024
Q4 | $333K | Buy |
16,797
+3,481
| +26% | +$69.1K | 0.01% | 636 |
|
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% | -$17.1K | 0.01% | 665 |
|
2023
Q4 | $215K | Sell |
14,375
-986
| -6% | -$14.8K | 0.01% | 630 |
|
2023
Q3 | $216K | Sell |
15,361
-2,345
| -13% | -$33K | 0.01% | 594 |
|
2023
Q2 | $323K | Buy |
17,706
+8
| +0% | +$146 | 0.01% | 456 |
|
2023
Q1 | $284K | Sell |
17,698
-35
| -0.2% | -$561 | 0.01% | 409 |
|
2022
Q4 | $299K | Buy |
17,733
+8
| +0% | +$135 | 0.01% | 344 |
|
2022
Q3 | $297K | Sell |
17,725
-8,457
| -32% | -$142K | 0.01% | 321 |
|
2022
Q2 | $542K | Buy |
26,182
+2,112
| +9% | +$43.7K | 0.02% | 216 |
|
2022
Q1 | $649K | Buy |
24,070
+7,100
| +42% | +$191K | 0.03% | 165 |
|
2021
Q4 | $406K | Buy |
+16,970
| New | +$406K | 0.02% | 229 |
|