YHB Investment 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 |
-26,880
| Closed | -$378K | – | 272 |
|
|
2023
Q3 | $378K | Sell |
26,880
-1,164
| -4% | -$16.4K | 0.03% | 206 |
|
|
2023
Q2 | $511K | Sell |
28,044
-1,330
| -5% | -$24.2K | 0.05% | 187 |
|
|
2023
Q1 | $471K | Buy |
29,374
+1,797
| +7% | +$28.8K | 0.05% | 194 |
|
|
2022
Q4 | $465K | Buy |
27,577
+2,066
| +8% | +$34.8K | 0.05% | 188 |
|
|
2022
Q3 | $427K | Buy |
+25,511
| New | +$427K | 0.05% | 198 |
|