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Carolinas Wealth Consulting’s Innovative Industrial Properties IIPR Stock Holding History

Carolinas Wealth Consulting’s Portfolio IIPR Stock Details IIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-50
Closed -$10K – 956
2021
Q2 		$10K Buy
+50
New +$9.17K ﹤0.01% 608

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ZP
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AI
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Northern Trust
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Charles Schwab
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Carolinas Wealth Consulting's IIPR Position: Q3 2021 in Review

Carolinas Wealth Consulting sold out of Innovative Industrial Properties (IIPR) in Q3 2021, closing a stake of 50 shares — an estimated $10K sold.

Carolinas Wealth Consulting first reported a position in IIPR in Q2 2021 and held it in 1 quarter. The position peaked at $10K in Q2 2021. 429 funds tracked by Wall St. Rank hold IIPR as of Q3 2021.

  • Carolinas Wealth Consulting reported no remaining Innovative Industrial Properties position as of Q3 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 50 Innovative Industrial Properties shares in Q3 2021, an estimated $10K.
  • Carolinas Wealth Consulting first reported a position in Innovative Industrial Properties in Q2 2021 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Innovative Industrial Properties position peaked at $10K in Q2 2021.
  • 429 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2021, filed 15 Nov 2021.