Keystone 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 | $534K | Hold |
30,166
| – | – | 0.13% | 169 |
|
|
2025
Q1 | $640K | Hold |
30,166
| – | – | 0.17% | 126 |
|
|
2024
Q4 | $598K | Hold |
30,166
| – | – | 0.16% | 128 |
|
|
2024
Q3 | $618K | Hold |
30,166
| – | – | 0.17% | 120 |
|
|
2024
Q2 | $565K | Hold |
30,166
| – | – | 0.18% | 121 |
|
|
2024
Q1 | $487K | Hold |
30,166
| – | – | 0.16% | 129 |
|
|
2023
Q4 | $462K | Hold |
30,166
| – | – | 0.16% | 125 |
|
|
2023
Q3 | $424K | Hold |
30,166
| – | – | 0.16% | 128 |
|
|
2023
Q2 | $550K | Hold |
30,166
| – | – | 0.21% | 107 |
|
|
2023
Q1 | $484K | Hold |
30,166
| – | – | 0.2% | 115 |
|
|
2022
Q4 | $509K | Hold |
30,166
| – | – | 0.22% | 102 |
|
|
2022
Q3 | $505K | Hold |
30,166
| – | – | 0.24% | 82 |
|
|
2022
Q2 | $625K | Hold |
30,166
| – | – | 0.28% | 76 |
|
|
2022
Q1 | $798K | Sell |
30,166
-34,908
| -54% | -$923K | 0.32% | 69 |
|
|
2021
Q4 | $1.68M | Buy |
+65,074
| New | +$1.68M | 0.68% | 34 |
|