Lifestyle Asset Management’s Independence Realty Trust IRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-44,893
| Closed | -$920K | – | 110 |
|
|
2024
Q3 | $920K | Sell |
44,893
-19,556
| -30% | -$401K | 0.51% | 48 |
|
|
2024
Q2 | $1.21M | Sell |
64,449
-8,369
| -11% | -$157K | 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% | +$40.5K | 0.62% | 35 |
|
|
2023
Q2 | $1.27M | Buy |
69,942
+2,751
| +4% | +$50.1K | 0.77% | 20 |
|
|
2023
Q1 | $1.08M | Hold |
67,191
| – | – | 0.72% | 29 |
|
|
2022
Q4 | $1.13M | Buy |
+67,191
| New | +$1.13M | 0.91% | 15 |
|