IFP Advisors’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 | $142K | Sell |
5,756
-1,106
| -16% | -$27.2K | ﹤0.01% | 1446 |
|
2025
Q1 | $146K | Buy |
6,862
+3,620
| +112% | +$76.9K | ﹤0.01% | 1323 |
|
2024
Q4 | $64.3K | Sell |
3,242
-1,750
| -35% | -$34.7K | ﹤0.01% | 1699 |
|
2024
Q3 | $102K | Buy |
4,992
+3,242
| +185% | +$66.5K | ﹤0.01% | 1394 |
|
2024
Q2 | $32.8K | Hold |
1,750
| – | – | ﹤0.01% | 1849 |
|
2024
Q1 | $28.2K | Sell |
1,750
-1,360
| -44% | -$21.9K | ﹤0.01% | 1821 |
|
2023
Q4 | $47.6K | Buy |
3,110
+610
| +24% | +$9.33K | ﹤0.01% | 1568 |
|
2023
Q3 | $35.2K | Sell |
2,500
-500
| -17% | -$7.04K | ﹤0.01% | 1702 |
|
2023
Q2 | $54.7K | Buy |
3,000
+1,914
| +176% | +$34.9K | ﹤0.01% | 1565 |
|
2023
Q1 | $10.6K | Sell |
1,086
-46,798
| -98% | -$455K | ﹤0.01% | 2262 |
|
2022
Q4 | $468K | Buy |
47,884
+39,366
| +462% | +$385K | 0.01% | 918 |
|
2022
Q3 | $103K | Buy |
8,518
+26
| +0.3% | +$314 | ﹤0.01% | 1837 |
|
2022
Q2 | $102K | Hold |
8,492
| – | – | ﹤0.01% | 1680 |
|
2022
Q1 | $102K | Buy |
+8,492
| New | +$102K | ﹤0.01% | 1680 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 3961 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 3704 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 3613 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 3484 |
|
2020
Q3 | – | Sell |
-800
| Closed | -$9K | – | 3358 |
|
2020
Q2 | $9K | Hold |
800
| – | – | ﹤0.01% | 1850 |
|
2020
Q1 | $7K | Buy |
+800
| New | +$7K | ﹤0.01% | 1908 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 3221 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 3342 |
|
2019
Q1 | – | Sell |
-5
| Closed | – | – | 2851 |
|
2018
Q4 | $0 | Sell |
5
-100
| -95% | – | ﹤0.01% | 3655 |
|
2018
Q3 | $1K | Sell |
105
-565
| -84% | -$5.38K | ﹤0.01% | 3650 |
|
2018
Q2 | $7K | Hold |
670
| – | – | ﹤0.01% | 3050 |
|
2018
Q1 | $7K | Hold |
670
| – | – | ﹤0.01% | 2999 |
|
2017
Q4 | $7K | Hold |
670
| – | – | ﹤0.01% | 2996 |
|
2017
Q3 | $7K | Sell |
670
-405
| -38% | -$4.23K | ﹤0.01% | 3182 |
|
2017
Q2 | $11K | Buy |
1,075
+387
| +56% | +$3.96K | ﹤0.01% | 2916 |
|
2017
Q1 | $6K | Buy |
688
+565
| +459% | +$4.93K | ﹤0.01% | 3165 |
|
2016
Q4 | $1K | Hold |
123
| – | – | ﹤0.01% | 3764 |
|
2016
Q3 | $1K | Sell |
123
-45
| -27% | -$366 | ﹤0.01% | 3718 |
|
2016
Q2 | $1K | Buy |
+168
| New | +$1K | ﹤0.01% | 3621 |
|