OneDigital Investment Advisors’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
Q3 | – | Sell |
-15,695
| Closed | -$286K | – | 1018 |
|
|
2023
Q2 | $286K | Sell |
15,695
-10,160
| -39% | -$185K | 0.01% | 847 |
|
|
2023
Q1 | $414K | Sell |
25,855
-236
| -0.9% | -$3.78K | 0.01% | 683 |
|
|
2022
Q4 | $440K | Sell |
26,091
-1,068
| -4% | -$18K | 0.01% | 554 |
|
|
2022
Q3 | $454K | Hold |
27,159
| – | – | 0.02% | 488 |
|
|
2022
Q2 | $563K | Hold |
27,159
| – | – | 0.02% | 387 |
|
|
2022
Q1 | $718K | Sell |
27,159
-28,536
| -51% | -$754K | 0.03% | 347 |
|
|
2021
Q4 | $1.44M | Buy |
+55,695
| New | +$1.44M | 0.05% | 211 |
|