O'Shaughnessy 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-359
| Closed | -$7K | – | 1844 |
|
2021
Q3 | $7K | Hold |
359
| – | – | ﹤0.01% | 2247 |
|
2021
Q2 | $7K | Hold |
359
| – | – | ﹤0.01% | 2073 |
|
2021
Q1 | $5K | Hold |
359
| – | – | ﹤0.01% | 1928 |
|
2020
Q4 | $5K | Sell |
359
-14,583
| -98% | -$203K | ﹤0.01% | 1672 |
|
2020
Q3 | $174K | Sell |
14,942
-3,776
| -20% | -$44K | 0.01% | 744 |
|
2020
Q2 | $215K | Buy |
18,718
+317
| +2% | +$3.64K | 0.01% | 624 |
|
2020
Q1 | $165K | Sell |
18,401
-1,612
| -8% | -$14.5K | 0.01% | 523 |
|
2019
Q4 | $281K | Buy |
+20,013
| New | +$281K | 0.01% | 529 |
|
2018
Q1 | – | Sell |
-187
| Closed | -$2K | – | 957 |
|
2017
Q4 | $2K | Hold |
187
| – | – | ﹤0.01% | 869 |
|
2017
Q3 | $2K | Buy |
187
+11
| +6% | +$118 | ﹤0.01% | 846 |
|
2017
Q2 | $2K | Buy |
176
+17
| +11% | +$193 | ﹤0.01% | 826 |
|
2017
Q1 | $1K | Buy |
+159
| New | +$1K | ﹤0.01% | 842 |
|