Stockman Wealth Management’s Independence Realty Trust IRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,100
| Closed | -$267K | – | 187 |
|
|
2022
Q1 | $267K | Hold |
10,100
| – | – | 0.06% | 164 |
|
|
2021
Q4 | $261K | Hold |
10,100
| – | – | 0.05% | 174 |
|
|
2021
Q3 | $206K | Sell |
10,100
-400
| -4% | -$8.16K | 0.05% | 189 |
|
|
2021
Q2 | $191K | Hold |
10,500
| – | – | 0.05% | 190 |
|
|
2021
Q1 | $160K | Hold |
10,500
| – | – | 0.04% | 185 |
|
|
2020
Q4 | $141K | Hold |
10,500
| – | – | 0.04% | 186 |
|
|
2020
Q3 | $122K | Hold |
10,500
| – | – | 0.04% | 162 |
|
|
2020
Q2 | $121K | Buy |
+10,500
| New | +$121K | 0.05% | 161 |
|
|
2019
Q2 | – | Sell |
-52,050
| Closed | -$562K | – | 157 |
|
|
2019
Q1 | $562K | Hold |
52,050
| – | – | 0.25% | 76 |
|
|
2018
Q4 | $478K | Hold |
52,050
| – | – | 0.23% | 84 |
|
|
2018
Q3 | $548K | Sell |
52,050
-1,000
| -2% | -$10.5K | 0.24% | 82 |
|
|
2018
Q2 | $547K | Sell |
53,050
-100
| -0.2% | -$1.03K | 0.25% | 78 |
|
|
2018
Q1 | $488K | Buy |
53,150
+3,550
| +7% | +$32.6K | 0.22% | 84 |
|
|
2017
Q4 | $500K | Buy |
49,600
+23,500
| +90% | +$237K | 0.22% | 86 |
|
|
2017
Q3 | $265K | Buy |
+26,100
| New | +$265K | 0.13% | 121 |
|