SSWM

Sheets Smith Wealth Management’s Independence Realty Trust IRT Stock Holding History

Sheets Smith Wealth Management’s Portfolio IRT Stock Details IRT Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.47M	Sell	82,990 -2,000	-2%	-$35.4K	0.17%	119
2025 Q1	$1.8M	Sell	84,990 -2,000	-2%	-$42.5K	0.22%	101
2024 Q4	$1.73M	Hold	86,990	–	–	0.21%	106
2024 Q3	$1.78M	Hold	86,990	–	–	0.22%	107
2024 Q2	$1.63M	Sell	86,990 -25,000	-22%	-$469K	0.19%	115
2024 Q1	$1.81M	Buy	111,990 +25,000	+29%	+$403K	0.2%	109
2023 Q4	$1.33M	Hold	86,990	–	–	0.19%	112
2023 Q3	$1.22M	Hold	86,990	–	–	0.19%	118
2023 Q2	$1.58M	Hold	86,990	–	–	0.23%	100
2023 Q1	$1.39M	Hold	86,990	–	–	0.21%	105
2022 Q4	$1.47M	Hold	86,990	–	–	0.23%	101
2022 Q3	$1.46M	Hold	86,990	–	–	0.24%	97
2022 Q2	$1.8M	Hold	86,990	–	–	0.3%	83
2022 Q1	$2.3M	Sell	86,990 -6,000	-6%	-$159K	0.32%	79
2021 Q4	$2.4M	Hold	92,990	–	–	0.3%	79
2021 Q3	$1.89M	Hold	92,990	–	–	0.26%	100
2021 Q2	$1.7M	Sell	92,990 -9,000	-9%	-$164K	0.23%	108
2021 Q1	$1.55M	Hold	101,990	–	–	0.23%	107
2020 Q4	$1.37M	Hold	101,990	–	–	0.21%	113
2020 Q3	$1.18M	Hold	101,990	–	–	0.21%	106
2020 Q2	$1.17M	Hold	101,990	–	–	0.23%	96
2020 Q1	$912K	Hold	101,990	–	–	0.19%	117
2019 Q4	$1.44M	Hold	101,990	–	–	0.27%	91
2019 Q3	$1.46M	Hold	101,990	–	–	0.3%	90
2019 Q2	$1.18M	Hold	101,990	–	–	0.24%	107
2019 Q1	$1.1M	Hold	101,990	–	–	0.24%	107
2018 Q4	$936K	Hold	101,990	–	–	0.25%	100
2018 Q3	$1.07M	Hold	101,990	–	–	0.22%	114
2018 Q2	$1.05M	Hold	101,990	–	–	0.25%	100
2018 Q1	$936K	Hold	101,990	–	–	0.22%	119
2017 Q4	$1.03M	Sell	101,990 -6,000	-6%	-$60.5K	0.24%	116
2017 Q3	$1.1M	Hold	107,990	–	–	0.28%	97
2017 Q2	$1.07M	Hold	107,990	–	–	0.28%	100
2017 Q1	$1.01M	Sell	107,990 -9,000	-8%	-$84.3K	0.27%	105
2016 Q4	$1.04M	Buy	116,990 +6,000	+5%	+$53.5K	0.29%	94
2016 Q3	$999K	Sell	110,990 -600	-0.5%	-$5.4K	0.28%	98
2016 Q2	$913K	Hold	111,590	–	–	0.27%	111
2016 Q1	$795K	Hold	111,590	–	–	0.24%	131
2015 Q4	$838K	Hold	111,590	–	–	0.25%	108
2015 Q3	$805K	Buy	111,590 +3,000	+3%	+$21.6K	0.27%	99
2015 Q2	$818K	Hold	108,590	–	–	0.22%	130
2015 Q1	$1.03M	Hold	108,590	–	–	0.28%	106
2014 Q4	$1.01M	Buy	108,590 +50,000	+85%	+$466K	0.26%	113
2014 Q3	$567K	Buy	+58,590	New	+$567K	0.15%	164