Kestra Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
62,050
-31
| -0% | -$548 | 0.02% | 704 |
|
|
2025
Q1 | $1.32M | Sell |
62,081
-624
| -1% | -$13.2K | 0.02% | 582 |
|
|
2024
Q4 | $1.24M | Sell |
62,705
-2,585
| -4% | -$51.3K | 0.02% | 571 |
|
|
2024
Q3 | $1.35M | Sell |
65,290
-2,227
| -3% | -$46K | 0.02% | 525 |
|
|
2024
Q2 | $1.28M | Sell |
67,517
-78
| -0.1% | -$1.47K | 0.03% | 502 |
|
|
2024
Q1 | $1.1M | Buy |
67,595
+2,609
| +4% | +$42.5K | 0.02% | 529 |
|
|
2023
Q4 | $994K | Buy |
+64,986
| New | +$994K | 0.03% | 531 |
|
|
2023
Q2 | – | Sell |
-102,388
| Closed | -$1.64M | – | 1113 |
|
|
2023
Q1 | $1.64M | Buy |
+102,388
| New | +$1.64M | 0.07% | 305 |
|
|
2022
Q4 | – | Sell |
-113,595
| Closed | -$1.9M | – | 945 |
|
|
2022
Q3 | $1.9M | Sell |
113,595
-27,854
| -20% | -$466K | 0.11% | 213 |
|
|
2022
Q2 | $2.93M | Sell |
141,449
-3,139
| -2% | -$65.1K | 0.17% | 147 |
|
|
2022
Q1 | $3.82M | Buy |
+144,588
| New | +$3.82M | 0.19% | 127 |
|