SWA
SFMG Wealth Advisors’s Independence Realty Trust IRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Buy |
20,532
+78
| +0.4% | +$1.38K | 0.03% | 188 |
|
|
2025
Q1 | $434K | Buy |
20,454
+78
| +0.4% | +$1.66K | 0.03% | 161 |
|
|
2024
Q4 | $404K | Buy |
20,376
+74
| +0.4% | +$1.47K | 0.03% | 174 |
|
|
2024
Q3 | $416K | Buy |
20,302
+76
| +0.4% | +$1.56K | 0.03% | 164 |
|
|
2024
Q2 | $379K | Buy |
20,226
+92
| +0.5% | +$1.72K | 0.03% | 172 |
|
|
2024
Q1 | $325K | Buy |
20,134
+96
| +0.5% | +$1.55K | 0.03% | 190 |
|
|
2023
Q4 | $307K | Buy |
20,038
+102
| +0.5% | +$1.56K | 0.03% | 190 |
|
|
2023
Q3 | $280K | Buy |
19,936
+80
| +0.4% | +$1.13K | 0.03% | 185 |
|
|
2023
Q2 | $362K | Buy |
19,856
+75
| +0.4% | +$1.37K | 0.04% | 156 |
|
|
2023
Q1 | $317K | Sell |
19,781
-8,825
| -31% | -$141K | 0.03% | 171 |
|
|
2022
Q4 | $482K | Hold |
28,606
| – | – | 0.05% | 134 |
|
|
2022
Q3 | $447K | Hold |
28,606
| – | – | 0.05% | 131 |
|
|
2022
Q2 | $593K | Hold |
28,606
| – | – | 0.07% | 114 |
|
|
2022
Q1 | $756K | Sell |
28,606
-2,312
| -7% | -$61.1K | 0.07% | 106 |
|
|
2021
Q4 | $799K | Buy |
+30,918
| New | +$799K | 0.08% | 114 |
|