Clearstead Advisors’s Innovative Industrial Properties IIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.52K | Hold |
100
| – | – | ﹤0.01% | 2074 |
|
|
2025
Q1 | $5.41K | Hold |
100
| – | – | ﹤0.01% | 1726 |
|
|
2024
Q4 | $6.66K | Hold |
100
| – | – | ﹤0.01% | 1664 |
|
|
2024
Q3 | $13.5K | Hold |
100
| – | – | ﹤0.01% | 1523 |
|
|
2024
Q2 | $10.9K | Buy |
+100
| New | +$10.9K | ﹤0.01% | 1534 |
|
|
2023
Q3 | – | Sell |
-130
| Closed | -$9.49K | – | 1538 |
|
|
2023
Q2 | $9.49K | Sell |
130
-16
| -11% | -$1.17K | ﹤0.01% | 995 |
|
|
2023
Q1 | $11.1K | Sell |
146
-175
| -55% | -$13.3K | ﹤0.01% | 936 |
|
|
2022
Q4 | $32.5K | Sell |
321
-640
| -67% | -$64.8K | ﹤0.01% | 705 |
|
|
2022
Q3 | $85K | Buy |
961
+636
| +196% | +$56.3K | 0.01% | 506 |
|
|
2022
Q2 | $36K | Sell |
325
-60
| -16% | -$6.65K | ﹤0.01% | 688 |
|
|
2022
Q1 | $79K | Hold |
385
| – | – | 0.01% | 590 |
|
|
2021
Q4 | $101K | Hold |
385
| – | – | 0.01% | 521 |
|
|
2021
Q3 | $89K | Hold |
385
| – | – | 0.01% | 506 |
|
|
2021
Q2 | $74K | Buy |
385
+250
| +185% | +$48.1K | 0.01% | 498 |
|
|
2021
Q1 | $24K | Sell |
135
-50
| -27% | -$8.89K | ﹤0.01% | 639 |
|
|
2020
Q4 | $34K | Buy |
+185
| New | +$34K | ﹤0.01% | 564 |
|