Allworth Financial’s Innovative Industrial Properties IIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $190K | Sell |
3,795
-919
| -19% | -$46.4K | ﹤0.01% | 1439 |
|
|
2025
Q4 | $223K | Buy |
4,714
+208
| +5% | +$10.8K | ﹤0.01% | 1295 |
|
|
2025
Q3 | $241K | Buy |
4,506
+2,814
| +166% | +$153K | ﹤0.01% | 1202 |
|
|
2025
Q2 | $93.4K | Buy |
1,692
+1,646
| +3,578% | +$90.1K | ﹤0.01% | 1585 |
|
|
2025
Q1 | $2.46K | Buy |
46
+2
| +5% | +$139 | ﹤0.01% | 3122 |
|
|
2024
Q4 | $2.96K | Buy |
44
+1
| +2% | +$113 | ﹤0.01% | 2997 |
|
|
2024
Q3 | $5.73K | Hold |
43
| – | – | ﹤0.01% | 2507 |
|
|
2024
Q2 | $5.04K | Buy |
43
+2
| +5% | +$210 | ﹤0.01% | 2522 |
|
|
2024
Q1 | $4.26K | Buy |
41
+1
| +3% | +$95 | ﹤0.01% | 2473 |
|
|
2023
Q4 | $4.07K | Sell |
40
-21
| -34% | -$1.72K | ﹤0.01% | 2356 |
|
|
2023
Q3 | $4.65K | Buy |
61
+4
| +7% | +$320 | ﹤0.01% | 2142 |
|
|
2023
Q2 | $4.13K | Sell |
57
-1
| -2% | -$70 | ﹤0.01% | 2185 |
|
|
2023
Q1 | $4.38K | Buy |
58
+15
| +35% | +$1.32K | ﹤0.01% | 2088 |
|
|
2022
Q4 | $4.38K | Hold |
43
| – | – | ﹤0.01% | 1946 |
|
|
2022
Q3 | $4K | Buy |
43
+1
| +2% | +$97 | ﹤0.01% | 1942 |
|
|
2022
Q2 | $5K | Buy |
42
+18
| +75% | +$2.55K | ﹤0.01% | 1756 |
|
|
2022
Q1 | $5K | Sell |
24
-2,144
| -99% | -$422K | ﹤0.01% | 1634 |
|
|
2021
Q4 | $570K | Buy |
2,168
+1,789
| +472% | +$459K | 0.01% | 356 |
|
|
2021
Q3 | $88K | Buy |
379
+359
| +1,795% | +$81K | ﹤0.01% | 643 |
|
|
2021
Q2 | $4K | Sell |
20
-10
| -33% | -$1.83K | ﹤0.01% | 1261 |
|
|
2021
Q1 | $5K | Buy |
30
+17
| +131% | +$3.26K | ﹤0.01% | 1136 |
|
|
2020
Q4 | $2K | Sell |
13
-6
| -32% | -$898 | ﹤0.01% | 1164 |
|
|
2020
Q3 | $2K | Sell |
19
-6
| -24% | -$671 | ﹤0.01% | 992 |
|
|
2020
Q2 | $2K | Sell |
25
-4
| -14% | -$326 | ﹤0.01% | 1013 |
|
|
2020
Q1 | $2K | Buy |
+29
| New | +$2.45K | ﹤0.01% | 1060 |
|
Other funds holding IIPR
VPM
VCM
