WR Wealth Planners’s Independence Realty Trust IRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,430
| Closed | -$45.5K | – | 1177 |
|
|
2024
Q2 | $45.5K | Hold |
2,430
| – | – | 0.01% | 341 |
|
|
2024
Q1 | $39.2K | Buy |
+2,430
| New | +$39.2K | 0.01% | 365 |
|
|
2023
Q4 | – | Sell |
-2,430
| Closed | -$34.2K | – | 519 |
|
|
2023
Q3 | $34.2K | Hold |
2,430
| – | – | 0.01% | 368 |
|
|
2023
Q2 | $44.3K | Hold |
2,430
| – | – | 0.02% | 335 |
|
|
2023
Q1 | $39K | Hold |
2,430
| – | – | 0.02% | 349 |
|
|
2022
Q4 | $41K | Buy |
+2,430
| New | +$41K | 0.03% | 179 |
|