Mission Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,676
| Closed | -$331K | – | 535 |
|
|
2023
Q1 | $331K | Hold |
20,676
| – | – | 0.01% | 405 |
|
|
2022
Q4 | $349K | Buy |
+20,676
| New | +$349K | 0.02% | 384 |
|
|
2022
Q3 | – | Sell |
-23,603
| Closed | -$489K | – | 491 |
|
|
2022
Q2 | $489K | Hold |
23,603
| – | – | 0.03% | 291 |
|
|
2022
Q1 | $624K | Hold |
23,603
| – | – | 0.03% | 260 |
|
|
2021
Q4 | $610K | Buy |
+23,603
| New | +$610K | 0.03% | 260 |
|