Atria Wealth Solutions’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
2024 Q4	–	Sell	-3,610	Closed	-$486K	–	2037
2024 Q3	$486K	Buy	3,610 +1,637	+83%	+$199K	0.01%	1262
2024 Q2	$216K	Buy	1,973 +2	+0.1%	+$210	﹤0.01%	1720
2024 Q1	$205K	Sell	1,971 -448	-19%	-$42.7K	﹤0.01%	1822
2023 Q4	$245K	Buy	+2,419	New	+$198K	﹤0.01%	1643
2023 Q2	–	Sell	-2,712	Closed	-$207K	–	1927
2023 Q1	$207K	Sell	2,712 -1,286	-32%	-$114K	﹤0.01%	1660
2022 Q4	$405K	Buy	3,998 +18	+0.5%	+$1.92K	0.01%	1194
2022 Q3	$352K	Sell	3,980 -1,381	-26%	-$134K	0.01%	1205
2022 Q2	$589K	Buy	5,361 +60	+1%	+$8.51K	0.01%	897
2022 Q1	$1.09M	Buy	+5,301	New	+$1.04M	0.02%	698