Penn Series Small Cap Value Fund IRT Holdings History
Penn Series Small Cap Value Fund's Independence Realty Trust Inc Holding Summary
As of 2025-03-31, Penn Series Small Cap Value Fund held 91,227.00 shares of Independence Realty Trust Inc(IRT), totaling $1.94 Mil. This investment constitutes 1.46% of their stock portfolio, and Penn Series Small Cap Value Fund now holds 0.04% of the outstanding Independence Realty Trust Inc(IRT) stock.
The initial trade took place in 2024Q2. And since then Penn Series Small Cap Value Fund has made 3 purchases of IRT, at an average price of $17.87, for a total of 94,286.00 shares. In addition, there have been 1 sales at an average price of $20.42 for 3,059.00 shares. Based on historical transaction data and IRT's current price of $17.21, Penn Series Small Cap Value Fund's estimated gain on his IRT holdings is $-52,514.57, reflecting a -3.12% gain to date.
Penn Series Small Cap Value Fund IRT ($17.21) Holding Chart
Penn Series Small Cap Value Fund IRT ($17.21) 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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