United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-19,165
| Closed | -$270K | – | 1089 |
|
|
2023
Q3 | $270K | Sell |
19,165
-4,017
| -17% | -$56.5K | ﹤0.01% | 747 |
|
|
2023
Q2 | $422K | Buy |
23,182
+1,473
| +7% | +$26.8K | ﹤0.01% | 704 |
|
|
2023
Q1 | $348K | Sell |
21,709
-45,328
| -68% | -$727K | ﹤0.01% | 784 |
|
|
2022
Q4 | $1.13M | Sell |
67,037
-9,088
| -12% | -$153K | 0.01% | 582 |
|
|
2022
Q3 | $1.27M | Sell |
76,125
-38,157
| -33% | -$639K | 0.01% | 561 |
|
|
2022
Q2 | $2.37M | Sell |
114,282
-32,385
| -22% | -$671K | 0.01% | 461 |
|
|
2022
Q1 | $3.88M | Sell |
146,667
-417
| -0.3% | -$11K | 0.02% | 404 |
|
|
2021
Q4 | $3.8M | Buy |
+147,084
| New | +$3.8M | 0.02% | 417 |
|