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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $215K | Sell |
4,291
-455
| -10% | -$23K | ﹤0.01% | 2681 |
|
|
2025
Q4 | $225K | Sell |
4,746
-804
| -14% | -$41.6K | ﹤0.01% | 2472 |
|
|
2025
Q3 | $297K | Buy |
5,550
+982
| +21% | +$53.4K | ﹤0.01% | 2146 |
|
|
2025
Q2 | $252K | Buy |
4,568
+1,721
| +60% | +$94.2K | ﹤0.01% | 1985 |
|
|
2025
Q1 | $154K | Buy |
2,847
+85
| +3% | +$5.89K | ﹤0.01% | 2095 |
|
|
2024
Q4 | $184K | Buy |
2,762
+123
| +5% | +$13.8K | ﹤0.01% | 1877 |
|
|
2024
Q3 | $355K | Sell |
2,639
-69
| -3% | -$8.39K | ﹤0.01% | 1462 |
|
|
2024
Q2 | $296K | Sell |
2,708
-6
| -0.2% | -$630 | ﹤0.01% | 1404 |
|
|
2024
Q1 | $281K | Sell |
2,714
-86
| -3% | -$8.2K | ﹤0.01% | 1362 |
|
|
2023
Q4 | $282K | Buy |
2,800
+747
| +36% | +$61.2K | ﹤0.01% | 1279 |
|
|
2023
Q3 | $155K | Sell |
2,053
-13
| -0.6% | -$1.04K | ﹤0.01% | 1409 |
|
|
2023
Q2 | $151K | Buy |
2,066
+666
| +48% | +$46.9K | ﹤0.01% | 1366 |
|
|
2023
Q1 | $106K | Buy |
1,400
+298
| +27% | +$26.3K | ﹤0.01% | 1469 |
|
|
2022
Q4 | $112K | Buy |
1,102
+103
| +10% | +$11K | ﹤0.01% | 1332 |
|
|
2022
Q3 | $88K | Buy |
999
+29
| +3% | +$2.81K | ﹤0.01% | 1390 |
|
|
2022
Q2 | $107K | Buy |
970
+168
| +21% | +$23.8K | ﹤0.01% | 1296 |
|
|
2022
Q1 | $165K | Buy |
802
+261
| +48% | +$51.4K | ﹤0.01% | 1117 |
|
|
2021
Q4 | $142K | Buy |
+541
| New | +$139K | ﹤0.01% | 1167 |
|
|
2021
Q2 | $21K | Hold |
108
| – | – | ﹤0.01% | 1777 |
|
|
2021
Q1 | $21K | Hold |
108
| – | – | ﹤0.01% | 1777 |
|
|
2020
Q4 | $21K | Hold |
108
| – | – | ﹤0.01% | 1777 |
|
|
2020
Q3 | $21K | Hold |
108
| – | – | ﹤0.01% | 1777 |
|
|
2020
Q2 | $21K | Hold |
108
| – | – | ﹤0.01% | 1777 |
|
|
2020
Q1 | $21K | Hold |
108
| – | – | ﹤0.01% | 1777 |
|
|
2019
Q4 | $21K | Hold |
108
| – | – | ﹤0.01% | 1777 |
|
|
2019
Q3 | $21K | Hold |
108
| – | – | ﹤0.01% | 1777 |
|
|
2019
Q2 | $21K | Hold |
108
| – | – | ﹤0.01% | 1777 |
|
|
2019
Q1 | $21K | Buy |
+108
| New | +$7.3K | ﹤0.01% | 1777 |
|
Other funds holding IIPR
VPM
VCM
