J.W. Cole 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 | $2.65M | Buy |
149,794
+5,231
| +4% | +$92.5K | 0.06% | 321 |
|
|
2025
Q1 | $3.07M | Buy |
144,563
+109,638
| +314% | +$2.33M | 0.1% | 218 |
|
|
2024
Q4 | $693K | Sell |
34,925
-117
| -0.3% | -$2.32K | 0.03% | 519 |
|
|
2024
Q3 | $718K | Sell |
35,042
-3,417
| -9% | -$70K | 0.03% | 478 |
|
|
2024
Q2 | $721K | Sell |
38,459
-1,608
| -4% | -$30.1K | 0.03% | 426 |
|
|
2024
Q1 | $646K | Sell |
40,067
-493
| -1% | -$7.95K | 0.03% | 454 |
|
|
2023
Q4 | $621K | Sell |
40,560
-2,343
| -5% | -$35.8K | 0.04% | 425 |
|
|
2023
Q3 | $604K | Sell |
42,903
-5,869
| -12% | -$82.6K | 0.04% | 369 |
|
|
2023
Q2 | $889K | Sell |
48,772
-3,136
| -6% | -$57.1K | 0.06% | 286 |
|
|
2023
Q1 | $832K | Sell |
51,908
-2,250
| -4% | -$36.1K | 0.06% | 324 |
|
|
2022
Q4 | $913K | Sell |
54,158
-9,698
| -15% | -$164K | 0.07% | 283 |
|
|
2022
Q3 | $1.07M | Sell |
63,856
-13,089
| -17% | -$219K | 0.09% | 247 |
|
|
2022
Q2 | $1.6M | Buy |
76,945
+4,441
| +6% | +$92.1K | 0.13% | 186 |
|
|
2022
Q1 | $1.92M | Buy |
72,504
+21,820
| +43% | +$577K | 0.13% | 182 |
|
|
2021
Q4 | $1.31M | Buy |
+50,684
| New | +$1.31M | 0.09% | 247 |
|