Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,890
| Closed | -$3.13M | – | 202 |
|
|
2021
Q4 | $3.13M | Buy |
11,890
+208
| +2% | +$54.7K | 0.52% | 77 |
|
|
2021
Q3 | $2.7M | Buy |
11,682
+178
| +2% | +$41.2K | 0.49% | 80 |
|
|
2021
Q2 | $2.2M | Buy |
11,504
+376
| +3% | +$71.8K | 0.39% | 100 |
|
|
2021
Q1 | $2.01M | Buy |
11,128
+951
| +9% | +$171K | 0.39% | 96 |
|
|
2020
Q4 | $1.86M | Buy |
+10,177
| New | +$1.86M | 0.38% | 109 |
|