Rowland Carmichael 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-19,000
| Closed | -$200K | – | 332 |
|
|
2018
Q3 | $200K | Hold |
19,000
| – | – | 0.08% | 268 |
|
|
2018
Q2 | $196K | Hold |
19,000
| – | – | 0.08% | 269 |
|
|
2018
Q1 | $174K | Hold |
19,000
| – | – | 0.1% | 249 |
|
|
2017
Q4 | $192K | Hold |
19,000
| – | – | 0.1% | 252 |
|
|
2017
Q3 | $193K | Hold |
19,000
| – | – | 0.11% | 229 |
|
|
2017
Q2 | $188K | Sell |
19,000
-1,500
| -7% | -$14.8K | 0.11% | 224 |
|
|
2017
Q1 | $192K | Buy |
20,500
+4,000
| +24% | +$37.5K | 0.12% | 220 |
|
|
2016
Q4 | $147K | Buy |
+16,500
| New | +$147K | 0.09% | 232 |
|