Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $297K | Buy |
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|
2025
Q2 | $252K | Buy |
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|
2025
Q1 | $154K | Buy |
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|
2024
Q4 | $184K | Buy |
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|
2024
Q3 | $355K | Sell |
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|
2024
Q2 | $296K | Sell |
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|
2024
Q1 | $281K | Sell |
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|
2023
Q4 | $282K | Buy |
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|
2023
Q3 | $155K | Sell |
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|
2023
Q2 | $151K | Buy |
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|
2023
Q1 | $106K | Buy |
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|
2022
Q4 | $112K | Buy |
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|
2022
Q3 | $88K | Buy |
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|
2022
Q2 | $107K | Buy |
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|
2022
Q1 | $165K | Buy |
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|
2021
Q4 | $142K | Buy |
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|
2021
Q2 | $21K | Hold |
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|
2021
Q1 | $21K | Hold |
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|
2020
Q4 | $21K | Hold |
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|
2020
Q3 | $21K | Hold |
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|
2020
Q2 | $21K | Hold |
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|
2020
Q1 | $21K | Hold |
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|
2019
Q4 | $21K | Hold |
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|
2019
Q3 | $21K | Hold |
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|
2019
Q2 | $21K | Hold |
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|
2019
Q1 | $21K | Buy |
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