Kingswood Wealth 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
Q1 | – | Sell |
-27,454
| Closed | -$545K | – | 776 |
|
|
2024
Q4 | $545K | Buy |
27,454
+16,084
| +141% | +$319K | 0.04% | 415 |
|
|
2024
Q3 | $233K | Sell |
11,370
-4,126
| -27% | -$84.6K | 0.02% | 638 |
|
|
2024
Q2 | $290K | Buy |
+15,496
| New | +$290K | 0.03% | 531 |
|
|
2024
Q1 | – | Sell |
-17,196
| Closed | -$263K | – | 656 |
|
|
2023
Q4 | $263K | Buy |
+17,196
| New | +$263K | 0.03% | 512 |
|