Blue Zone Wealth Advisors, LLC IRT Holdings History
Number of Shares
266,648.00
Current Holdings Value*
$5.66 Mil
% of Portfolio
1.57%
Total Estimate Gain
$-717,553.72
% of Total Estimate Gain
-13.60%
Blue Zone Wealth Advisors, LLC's Independence Realty Trust Inc Holding Summary
As of 2025-03-31, Blue Zone Wealth Advisors, LLC held 266,648.00 shares of Independence Realty Trust Inc(IRT), totaling $5.66 Mil. This investment constitutes 1.57% of their stock portfolio, and Blue Zone Wealth Advisors, LLC now holds 0.12% of the outstanding Independence Realty Trust Inc(IRT) stock.
The initial trade took place in 2024Q3. And since then Blue Zone Wealth Advisors, LLC has made 3 purchases of IRT, at an average price of $19.79, for a total of 266,648.00 shares. Based on historical transaction data and IRT's current price of $17.10, Blue Zone Wealth Advisors, LLC's estimated gain on his IRT holdings is $-717,553.72, reflecting a -13.60% gain to date.
Blue Zone Wealth Advisors, LLC IRT ($17.10) Holding Chart
Blue Zone Wealth Advisors, LLC IRT ($17.10) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
Top Ranked Articles
- 1