Avantax Advisory Services’s Innovative Industrial Properties IIPR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $507K | Buy |
9,185
+682
| +8% | +$37.7K | ﹤0.01% | 1572 |
|
2025
Q1 | $460K | Sell |
8,503
-1,040
| -11% | -$56.3K | ﹤0.01% | 1557 |
|
2024
Q4 | $636K | Buy |
9,543
+192
| +2% | +$12.8K | ﹤0.01% | 1302 |
|
2024
Q3 | $1.26M | Sell |
9,351
-125
| -1% | -$16.8K | 0.01% | 913 |
|
2024
Q2 | $1.03M | Sell |
9,476
-183
| -2% | -$20K | 0.01% | 956 |
|
2024
Q1 | $1M | Buy |
9,659
+988
| +11% | +$102K | 0.01% | 748 |
|
2023
Q4 | $874K | Sell |
8,671
-313
| -3% | -$31.6K | 0.01% | 763 |
|
2023
Q3 | $680K | Sell |
8,984
-99
| -1% | -$7.49K | 0.01% | 818 |
|
2023
Q2 | $663K | Buy |
9,083
+2,309
| +34% | +$169K | 0.01% | 838 |
|
2023
Q1 | $515K | Buy |
6,774
+941
| +16% | +$71.5K | 0.01% | 903 |
|
2022
Q4 | $591K | Buy |
5,833
+1,568
| +37% | +$159K | 0.01% | 797 |
|
2022
Q3 | $377K | Buy |
4,265
+1,504
| +54% | +$133K | 0.01% | 903 |
|
2022
Q2 | $303K | Buy |
2,761
+931
| +51% | +$102K | ﹤0.01% | 1002 |
|
2022
Q1 | $377K | Buy |
1,830
+633
| +53% | +$130K | 0.01% | 897 |
|
2021
Q4 | $315K | Buy |
1,197
+279
| +30% | +$73.4K | ﹤0.01% | 954 |
|
2021
Q3 | $212K | Buy |
+918
| New | +$212K | ﹤0.01% | 1087 |
|
2020
Q4 | – | Sell |
-1,723
| Closed | -$214K | – | 1131 |
|
2020
Q3 | $214K | Buy |
+1,723
| New | +$214K | ﹤0.01% | 1200 |
|