Carson Wealth (CWM LLC)’s Innovative Industrial Properties IIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
4,568
+1,721
| +60% | +$94.9K | ﹤0.01% | 1983 |
|
|
2025
Q1 | $154K | Buy |
2,847
+85
| +3% | +$4.6K | ﹤0.01% | 2093 |
|
|
2024
Q4 | $184K | Buy |
2,762
+123
| +5% | +$8.19K | ﹤0.01% | 1875 |
|
|
2024
Q3 | $355K | Sell |
2,639
-69
| -3% | -$9.28K | ﹤0.01% | 1461 |
|
|
2024
Q2 | $296K | Sell |
2,708
-6
| -0.2% | -$656 | ﹤0.01% | 1403 |
|
|
2024
Q1 | $281K | Sell |
2,714
-86
| -3% | -$8.9K | ﹤0.01% | 1361 |
|
|
2023
Q4 | $282K | Buy |
2,800
+747
| +36% | +$75.2K | ﹤0.01% | 1277 |
|
|
2023
Q3 | $155K | Sell |
2,053
-13
| -0.6% | -$981 | ﹤0.01% | 1408 |
|
|
2023
Q2 | $151K | Buy |
2,066
+666
| +48% | +$48.7K | ﹤0.01% | 1364 |
|
|
2023
Q1 | $106K | Buy |
1,400
+298
| +27% | +$22.6K | ﹤0.01% | 1466 |
|
|
2022
Q4 | $112K | Buy |
1,102
+103
| +10% | +$10.5K | ﹤0.01% | 1330 |
|
|
2022
Q3 | $88K | Buy |
999
+29
| +3% | +$2.56K | ﹤0.01% | 1388 |
|
|
2022
Q2 | $107K | Buy |
970
+168
| +21% | +$18.5K | ﹤0.01% | 1294 |
|
|
2022
Q1 | $165K | Buy |
802
+261
| +48% | +$53.7K | ﹤0.01% | 1115 |
|
|
2021
Q4 | $142K | Buy |
+541
| New | +$142K | ﹤0.01% | 1165 |
|
|
2021
Q2 | $21K | Hold |
108
| – | – | ﹤0.01% | 1773 |
|
|
2021
Q1 | $21K | Hold |
108
| – | – | ﹤0.01% | 1773 |
|
|
2020
Q4 | $21K | Hold |
108
| – | – | ﹤0.01% | 1773 |
|
|
2020
Q3 | $21K | Hold |
108
| – | – | ﹤0.01% | 1773 |
|
|
2020
Q2 | $21K | Hold |
108
| – | – | ﹤0.01% | 1773 |
|
|
2020
Q1 | $21K | Hold |
108
| – | – | ﹤0.01% | 1773 |
|
|
2019
Q4 | $21K | Hold |
108
| – | – | ﹤0.01% | 1773 |
|
|
2019
Q3 | $21K | Hold |
108
| – | – | ﹤0.01% | 1773 |
|
|
2019
Q2 | $21K | Hold |
108
| – | – | ﹤0.01% | 1773 |
|
|
2019
Q1 | $21K | Buy |
+108
| New | +$21K | ﹤0.01% | 1773 |
|