Sequoia Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Buy |
25,896
+861
| +3% | +$15.2K | ﹤0.01% | 1034 |
|
|
2025
Q1 | $531K | Buy |
25,035
+240
| +1% | +$5.1K | ﹤0.01% | 824 |
|
|
2024
Q4 | $492K | Sell |
24,795
-2,658
| -10% | -$52.7K | ﹤0.01% | 807 |
|
|
2024
Q3 | $563K | Sell |
27,453
-12,987
| -32% | -$266K | 0.01% | 706 |
|
|
2024
Q2 | $758K | Buy |
40,440
+6,763
| +20% | +$127K | 0.01% | 559 |
|
|
2024
Q1 | $543K | Buy |
33,677
+9,256
| +38% | +$149K | 0.01% | 659 |
|
|
2023
Q4 | $374K | Buy |
+24,421
| New | +$374K | ﹤0.01% | 837 |
|
|
2022
Q1 | – | Sell |
-14,995
| Closed | -$387K | – | 690 |
|
|
2021
Q4 | $387K | Buy |
+14,995
| New | +$387K | 0.01% | 384 |
|