Penn Series SMID Cap Value Fund IRT Holdings History
Penn Series SMID Cap Value Fund's Independence Realty Trust Inc Holding Summary
As of 2025-03-31, Penn Series SMID Cap Value Fund held 34,710.00 shares of Independence Realty Trust Inc(IRT), totaling $736,890.00. This investment constitutes 1.59% of their stock portfolio, and Penn Series SMID Cap Value Fund now holds 0.01% of the outstanding Independence Realty Trust Inc(IRT) stock.
The initial trade took place in 2024Q2. And since then Penn Series SMID Cap Value Fund has made 2 purchases of IRT, at an average price of $17.02, for a total of 37,350.00 shares. In addition, there have been 2 sales at an average price of $19.93 for 2,640.00 shares. Based on historical transaction data and IRT's current price of $17.54, Penn Series SMID Cap Value Fund's estimated gain on his IRT holdings is $25,790.80, reflecting a 4.06% gain to date.
Penn Series SMID Cap Value Fund IRT ($17.54) Holding Chart
Penn Series SMID Cap Value Fund IRT ($17.54) 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 % | |||
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