Accel Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-125
| Closed | -$9.5K | – | 504 |
|
|
2023
Q1 | $9.5K | Hold |
125
| – | – | ﹤0.01% | 908 |
|
|
2022
Q4 | $12.7K | Hold |
125
| – | – | 0.01% | 655 |
|
|
2022
Q3 | $12K | Sell |
125
-150
| -55% | -$14.4K | 0.01% | 695 |
|
|
2022
Q2 | $26K | Hold |
275
| – | – | 0.01% | 476 |
|
|
2022
Q1 | $55K | Hold |
275
| – | – | 0.03% | 354 |
|
|
2021
Q4 | $72K | Buy |
275
+150
| +120% | +$39.3K | 0.04% | 315 |
|
|
2021
Q3 | $29K | Hold |
125
| – | – | 0.02% | 429 |
|
|
2021
Q2 | $24K | Hold |
125
| – | – | 0.02% | 494 |
|
|
2021
Q1 | $23K | Hold |
125
| – | – | 0.02% | 469 |
|
|
2020
Q4 | $23K | Buy |
+125
| New | +$23K | 0.02% | 457 |
|