M Holdings Securities’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 | $252K | Buy |
14,230
+230
| +2% | +$4.07K | 0.04% | 151 |
|
|
2025
Q1 | $297K | Sell |
14,000
-500
| -3% | -$10.6K | 0.05% | 136 |
|
|
2024
Q4 | $288K | Sell |
14,500
-500
| -3% | -$9.93K | 0.05% | 131 |
|
|
2024
Q3 | $308K | Sell |
15,000
-1,050
| -7% | -$21.6K | 0.08% | 85 |
|
|
2024
Q2 | $301K | Hold |
16,050
| – | – | 0.04% | 234 |
|
|
2024
Q1 | $259K | Sell |
16,050
-2,976
| -16% | -$48K | 0.04% | 126 |
|
|
2023
Q4 | $291K | Hold |
19,026
| – | – | 0.03% | 170 |
|
|
2023
Q3 | $268K | Buy |
+19,026
| New | +$268K | 0.04% | 185 |
|
|
2023
Q2 | – | Sell |
-19,279
| Closed | -$309K | – | 282 |
|
|
2023
Q1 | $309K | Hold |
19,279
| – | – | 0.03% | 238 |
|
|
2022
Q4 | $325K | Hold |
19,279
| – | – | 0.03% | 322 |
|
|
2022
Q3 | $323K | Hold |
19,279
| – | – | 0.04% | 311 |
|
|
2022
Q2 | $400K | Sell |
19,279
-345
| -2% | -$7.16K | 0.04% | 281 |
|
|
2022
Q1 | $519K | Buy |
+19,624
| New | +$519K | 0.04% | 288 |
|