Sheets Smith Wealth Management’s Independence Realty Trust IRT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $1.36M | Hold |
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2025
Q2 | $1.47M | Sell |
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2025
Q1 | $1.8M | Sell |
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2024
Q4 | $1.73M | Hold |
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2024
Q3 | $1.78M | Hold |
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2024
Q2 | $1.63M | Sell |
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2024
Q1 | $1.81M | Buy |
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2023
Q4 | $1.33M | Hold |
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2023
Q3 | $1.22M | Hold |
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2023
Q2 | $1.58M | Hold |
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2023
Q1 | $1.39M | Hold |
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2022
Q4 | $1.47M | Hold |
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2022
Q3 | $1.46M | Hold |
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2022
Q2 | $1.8M | Hold |
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2022
Q1 | $2.3M | Sell |
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2021
Q4 | $2.4M | Hold |
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2021
Q3 | $1.89M | Hold |
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2021
Q2 | $1.7M | Sell |
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2021
Q1 | $1.55M | Hold |
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2020
Q4 | $1.37M | Hold |
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2020
Q3 | $1.18M | Hold |
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2020
Q2 | $1.17M | Hold |
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2020
Q1 | $912K | Hold |
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2019
Q4 | $1.44M | Hold |
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2019
Q3 | $1.46M | Hold |
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2019
Q2 | $1.18M | Hold |
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2019
Q1 | $1.1M | Hold |
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2018
Q4 | $936K | Hold |
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2018
Q3 | $1.07M | Hold |
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2018
Q2 | $1.05M | Hold |
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2018
Q1 | $936K | Hold |
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2017
Q4 | $1.03M | Sell |
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2017
Q3 | $1.1M | Hold |
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2017
Q2 | $1.07M | Hold |
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2017
Q1 | $1.01M | Sell |
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2016
Q4 | $1.04M | Buy |
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2016
Q3 | $999K | Sell |
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2016
Q2 | $913K | Hold |
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2016
Q1 | $795K | Hold |
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2015
Q4 | $838K | Hold |
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2015
Q3 | $805K | Buy |
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2015
Q2 | $818K | Hold |
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2015
Q1 | $1.03M | Hold |
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2014
Q4 | $1.01M | Buy |
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2014
Q3 | $567K | Buy |
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