Wealthspire Advisors (New York)’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
Q1 | – | Sell |
-12,748
| Closed | -$215K | – | 564 |
|
|
2022
Q4 | $215K | Sell |
12,748
-2,095
| -14% | -$35.3K | ﹤0.01% | 526 |
|
|
2022
Q3 | $248K | Hold |
14,843
| – | – | 0.01% | 442 |
|
|
2022
Q2 | $308K | Sell |
14,843
-253
| -2% | -$5.25K | 0.01% | 394 |
|
|
2022
Q1 | $399K | Sell |
15,096
-29,839
| -66% | -$789K | 0.01% | 307 |
|
|
2021
Q4 | $1.16M | Buy |
+44,935
| New | +$1.16M | 0.03% | 212 |
|