Beaird Harris 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-262
| Closed | -$35.3K | – | 519 |
|
|
2024
Q3 | $35.3K | Hold |
262
| – | – | ﹤0.01% | 256 |
|
|
2024
Q2 | $28.6K | Hold |
262
| – | – | ﹤0.01% | 271 |
|
|
2024
Q1 | $27.1K | Hold |
262
| – | – | ﹤0.01% | 253 |
|
|
2023
Q4 | $26.4K | Hold |
262
| – | – | ﹤0.01% | 238 |
|
|
2023
Q3 | $19.8K | Sell |
262
-19
| -7% | -$1.44K | ﹤0.01% | 235 |
|
|
2023
Q2 | $20.5K | Hold |
281
| – | – | ﹤0.01% | 227 |
|
|
2023
Q1 | $21.4K | Hold |
281
| – | – | ﹤0.01% | 222 |
|
|
2022
Q4 | $28.5K | Hold |
281
| – | – | 0.01% | 219 |
|
|
2022
Q3 | $25K | Hold |
281
| – | – | 0.01% | 217 |
|
|
2022
Q2 | $31K | Hold |
281
| – | – | 0.01% | 171 |
|
|
2022
Q1 | $58K | Hold |
281
| – | – | 0.02% | 175 |
|
|
2021
Q4 | $74K | Buy |
+281
| New | +$74K | 0.03% | 195 |
|