Geneos Wealth 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 | $583K | Sell |
32,969
-25,746
| -44% | -$455K | 0.01% | 665 |
|
|
2025
Q1 | $1.25M | Buy |
58,715
+33,021
| +129% | +$701K | 0.02% | 605 |
|
|
2024
Q4 | $510K | Sell |
25,694
-3,027
| -11% | -$60.1K | 0.02% | 581 |
|
|
2024
Q3 | $589K | Sell |
28,721
-616
| -2% | -$12.6K | 0.02% | 516 |
|
|
2024
Q2 | $550K | Sell |
29,337
-8,977
| -23% | -$168K | 0.02% | 471 |
|
|
2024
Q1 | $618K | Hold |
38,314
| – | – | 0.03% | 444 |
|
|
2023
Q4 | $586K | Sell |
38,314
-1,440
| -4% | -$22K | 0.03% | 439 |
|
|
2023
Q3 | $559K | Hold |
39,754
| – | – | 0.03% | 443 |
|
|
2023
Q2 | $724K | Buy |
39,754
+261
| +0.7% | +$4.76K | 0.04% | 381 |
|
|
2023
Q1 | $633K | Sell |
39,493
-1,134
| -3% | -$18.2K | 0.04% | 396 |
|
|
2022
Q4 | $685K | Sell |
40,627
-117
| -0.3% | -$1.97K | 0.04% | 355 |
|
|
2022
Q3 | $681K | Sell |
40,744
-114,783
| -74% | -$1.92M | 0.05% | 324 |
|
|
2022
Q2 | $3.27M | Buy |
155,527
+17,489
| +13% | +$367K | 0.16% | 144 |
|
|
2022
Q1 | $3.65M | Buy |
138,038
+23,483
| +20% | +$621K | 0.16% | 149 |
|
|
2021
Q4 | $2.96M | Buy |
+114,555
| New | +$2.96M | 0.11% | 193 |
|