Carroll Financial Associates’s Innovative Industrial Properties IIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $60K | Buy |
235
+32
| +16% | +$8.17K | ﹤0.01% | 672 |
|
|
2021
Q3 | $46K | Buy |
203
+6
| +3% | +$1.36K | ﹤0.01% | 765 |
|
|
2021
Q2 | $37K | Hold |
197
| – | – | ﹤0.01% | 895 |
|
|
2021
Q1 | $35K | Hold |
197
| – | – | ﹤0.01% | 849 |
|
|
2020
Q4 | $36K | Hold |
197
| – | – | ﹤0.01% | 772 |
|
|
2020
Q3 | $24K | Hold |
197
| – | – | ﹤0.01% | 817 |
|
|
2020
Q2 | $17K | Hold |
197
| – | – | ﹤0.01% | 899 |
|
|
2020
Q1 | $14K | Hold |
197
| – | – | ﹤0.01% | 858 |
|
|
2019
Q4 | $14K | Hold |
197
| – | – | ﹤0.01% | 967 |
|
|
2019
Q3 | $18K | Sell |
197
-39
| -17% | -$3.56K | ﹤0.01% | 855 |
|
|
2019
Q2 | $29K | Hold |
236
| – | – | ﹤0.01% | 722 |
|
|
2019
Q1 | $19K | Hold |
236
| – | – | ﹤0.01% | 772 |
|
|
2018
Q4 | $11K | Buy |
+236
| New | +$11K | ﹤0.01% | 826 |
|