Great Valley Advisor Group’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 | $349K | Hold |
19,737
| – | – | 0.01% | 706 |
|
|
2025
Q1 | $419K | Sell |
19,737
-748
| -4% | -$15.9K | 0.01% | 638 |
|
|
2024
Q4 | $407K | Buy |
20,485
+748
| +4% | +$14.8K | 0.01% | 616 |
|
|
2024
Q3 | $405K | Hold |
19,737
| – | – | 0.01% | 609 |
|
|
2024
Q2 | $370K | Sell |
19,737
-1,200
| -6% | -$22.5K | 0.01% | 601 |
|
|
2024
Q1 | $338K | Sell |
20,937
-300
| -1% | -$4.84K | 0.01% | 575 |
|
|
2023
Q4 | $325K | Hold |
21,237
| – | – | 0.01% | 558 |
|
|
2023
Q3 | $299K | Hold |
21,237
| – | – | 0.01% | 544 |
|
|
2023
Q2 | $387K | Hold |
21,237
| – | – | 0.02% | 500 |
|
|
2023
Q1 | $340K | Sell |
21,237
-80
| -0.4% | -$1.28K | 0.02% | 510 |
|
|
2022
Q4 | $359K | Sell |
21,317
-11,064
| -34% | -$186K | 0.02% | 505 |
|
|
2022
Q3 | $542K | Hold |
32,381
| – | – | 0.03% | 407 |
|
|
2022
Q2 | $671K | Buy |
32,381
+6,033
| +23% | +$125K | 0.04% | 372 |
|
|
2022
Q1 | $697K | Buy |
+26,348
| New | +$697K | 0.04% | 334 |
|