Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
11,699
-68
| -0.6% | -$1.2K | ﹤0.01% | 999 |
|
|
2025
Q1 | $250K | Buy |
11,767
+118
| +1% | +$2.51K | 0.01% | 880 |
|
|
2024
Q4 | $222K | Buy |
+11,649
| New | +$222K | 0.01% | 929 |
|
|
2017
Q3 | – | Sell |
-11,700
| Closed | -$116K | – | 678 |
|
|
2017
Q2 | $116K | Buy |
11,700
+4,000
| +52% | +$39.7K | 0.03% | 286 |
|
|
2017
Q1 | $73K | Buy |
+7,700
| New | +$73K | 0.02% | 343 |
|