Cary Street Partners Investment Advisory’s Innovative Industrial Properties IIPR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-158
| Closed | -$12K | – | 1191 |
|
2023
Q3 | $12K | Hold |
158
| – | – | ﹤0.01% | 1248 |
|
2023
Q2 | $11.5K | Hold |
158
| – | – | ﹤0.01% | 1200 |
|
2023
Q1 | $12K | Hold |
158
| – | – | ﹤0.01% | 1101 |
|
2022
Q4 | $16K | Buy |
+158
| New | +$16K | ﹤0.01% | 1028 |
|
2020
Q4 | – | Sell |
-400
| Closed | -$50K | – | 595 |
|
2020
Q3 | $50K | Buy |
+400
| New | +$50K | 0.01% | 491 |
|