Glassman 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
Q1 | – | Sell |
-204
| Closed | -$3.12K | – | 993 |
|
|
2023
Q4 | $3.12K | Sell |
204
-12
| -6% | -$184 | ﹤0.01% | 1207 |
|
|
2023
Q3 | $3.04K | Sell |
216
-43
| -17% | -$605 | ﹤0.01% | 1212 |
|
|
2023
Q2 | $4.72K | Buy |
259
+43
| +20% | +$783 | ﹤0.01% | 1011 |
|
|
2023
Q1 | $3.46K | Hold |
216
| – | – | ﹤0.01% | 1096 |
|
|
2022
Q4 | $3.64K | Hold |
216
| – | – | ﹤0.01% | 1116 |
|
|
2022
Q3 | $4K | Sell |
216
-21
| -9% | -$389 | ﹤0.01% | 1053 |
|
|
2022
Q2 | $5K | Buy |
237
+21
| +10% | +$443 | ﹤0.01% | 1001 |
|
|
2022
Q1 | $6K | Hold |
216
| – | – | ﹤0.01% | 967 |
|
|
2021
Q4 | $6K | Hold |
216
| – | – | ﹤0.01% | 934 |
|
|
2021
Q3 | $4K | Hold |
216
| – | – | ﹤0.01% | 1025 |
|
|
2021
Q2 | $4K | Buy |
216
+36
| +20% | +$667 | ﹤0.01% | 986 |
|
|
2021
Q1 | $3K | Hold |
180
| – | – | ﹤0.01% | 1003 |
|
|
2020
Q4 | $2K | Hold |
180
| – | – | ﹤0.01% | 1078 |
|
|
2020
Q3 | $2K | Hold |
180
| – | – | ﹤0.01% | 1005 |
|
|
2020
Q2 | $2K | Buy |
180
+70
| +64% | +$778 | ﹤0.01% | 863 |
|
|
2020
Q1 | $1K | Sell |
110
-24
| -18% | -$218 | ﹤0.01% | 902 |
|
|
2019
Q4 | $2K | Buy |
134
+24
| +22% | +$358 | ﹤0.01% | 765 |
|
|
2019
Q3 | $2K | Hold |
110
| – | – | ﹤0.01% | 705 |
|
|
2019
Q2 | $1K | Hold |
110
| – | – | ﹤0.01% | 865 |
|
|
2019
Q1 | $1K | Buy |
110
+82
| +293% | +$745 | ﹤0.01% | 822 |
|
|
2018
Q4 | $0 | Hold |
28
| – | – | ﹤0.01% | 871 |
|
|
2018
Q3 | $0 | Sell |
28
-78
| -74% | – | ﹤0.01% | 881 |
|
|
2018
Q2 | $1K | Buy |
+106
| New | +$1K | ﹤0.01% | 668 |
|