Independent Solutions 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 | $378K | Buy |
21,352
+3,155
| +17% | +$55.8K | 0.07% | 138 |
|
|
2025
Q1 | $386K | Hold |
18,197
| – | – | 0.09% | 134 |
|
|
2024
Q4 | $361K | Hold |
18,197
| – | – | 0.08% | 131 |
|
|
2024
Q3 | $373K | Hold |
18,197
| – | – | 0.08% | 129 |
|
|
2024
Q2 | $341K | Hold |
18,197
| – | – | 0.08% | 136 |
|
|
2024
Q1 | $294K | Sell |
18,197
-5,356
| -23% | -$86.4K | 0.07% | 145 |
|
|
2023
Q4 | $360K | Sell |
23,553
-535
| -2% | -$8.19K | 0.09% | 133 |
|
|
2023
Q3 | $339K | Hold |
24,088
| – | – | 0.09% | 151 |
|
|
2023
Q2 | $439K | Hold |
24,088
| – | – | 0.11% | 140 |
|
|
2023
Q1 | $386K | Hold |
24,088
| – | – | 0.11% | 135 |
|
|
2022
Q4 | $406K | Hold |
24,088
| – | – | 0.12% | 133 |
|
|
2022
Q3 | $403K | Hold |
24,088
| – | – | 0.13% | 134 |
|
|
2022
Q2 | $499K | Buy |
+24,088
| New | +$499K | 0.16% | 118 |
|