MWM
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Mission Wealth Management’s Independence Realty Trust IRT Stock Holding History

Mission Wealth 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
2023
Q2 		– Sell
-20,676
Closed -$331K – 562
2023
Q1 		$331K Hold
20,676
– – 0.01% 423
2022
Q4 		$349K Buy
+20,676
New +$350K 0.02% 398
2022
Q3 		– Sell
-23,603
Closed -$489K – 528
2022
Q2 		$489K Hold
23,603
– – 0.03% 301
2022
Q1 		$624K Hold
23,603
– – 0.03% 273
2021
Q4 		$610K Buy
+23,603
New +$559K 0.03% 274

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