Capital Analysts LLC’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 | $17K | Buy |
313
+8
| +3% | +$435 | ﹤0.01% | 1050 |
|
2025
Q1 | $17K | Buy |
305
+5
| +2% | +$279 | ﹤0.01% | 1030 |
|
2024
Q4 | $20K | Buy |
300
+159
| +113% | +$10.6K | ﹤0.01% | 941 |
|
2024
Q3 | $19K | Hold |
141
| – | – | ﹤0.01% | 913 |
|
2024
Q2 | $15K | Buy |
141
+58
| +70% | +$6.17K | ﹤0.01% | 898 |
|
2024
Q1 | $9K | Hold |
83
| – | – | ﹤0.01% | 934 |
|
2023
Q4 | $8K | Sell |
83
-136
| -62% | -$13.1K | ﹤0.01% | 922 |
|
2023
Q3 | $17K | Buy |
+219
| New | +$17K | ﹤0.01% | 799 |
|