BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $50.9K | Sell |
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|
2023
Q1 | $60.2K | Buy |
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|
2022
Q4 | $79.9K | Buy |
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|
2022
Q3 | $69K | Buy |
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|
2022
Q2 | $86K | Buy |
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|
2022
Q1 | $160K | Buy |
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|
2021
Q4 | $204K | Buy |
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|
2021
Q3 | $179K | Buy |
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|
2021
Q2 | $148K | Buy |
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|
2021
Q1 | $121K | Buy |
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|
2020
Q4 | $123K | Buy |
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|
2020
Q3 | $83K | Hold |
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|
2020
Q2 | $59K | Hold |
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|
2020
Q1 | $51K | Buy |
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|
2019
Q4 | $36K | Sell |
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|
2019
Q3 | $63K | Sell |
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|
2019
Q2 | $195K | Hold |
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|
2019
Q1 | $129K | Buy |
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|
2018
Q4 | $67K | Buy |
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|
2018
Q3 | $23K | Buy |
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