LAM
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Lifestyle Asset Management’s Independence Realty Trust IRT Stock Holding History

Lifestyle Asset Management’s Portfolio IRT Stock Details IRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-44,893
Closed -$920K – 110
2024
Q3 		$920K Sell
44,893
-19,556
-30% -$385K 0.51% 48
2024
Q2 		$1.21M Sell
64,449
-8,369
-11% -$140K 0.69% 27
2024
Q1 		$1.17M Hold
72,818
– – 0.69% 34
2023
Q4 		$1.11M Hold
72,818
– – 0.62% 33
2023
Q3 		$1.02M Buy
72,818
+2,876
+4% +$47.4K 0.62% 35
2023
Q2 		$1.27M Buy
69,942
+2,751
+4% +$47K 0.77% 20
2023
Q1 		$1.08M Hold
67,191
– – 0.72% 29
2022
Q4 		$1.13M Buy
+67,191
New +$1.14M 0.91% 15

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