Dakota Wealth Management’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
Q1 | – | Sell |
-3,089
| Closed | -$206K | – | 774 |
|
|
2024
Q4 | $206K | Sell |
3,089
-23
| -0.7% | -$1.53K | ﹤0.01% | 701 |
|
|
2024
Q3 | $419K | Hold |
3,112
| – | – | 0.01% | 529 |
|
|
2024
Q2 | $340K | Hold |
3,112
| – | – | 0.01% | 556 |
|
|
2024
Q1 | $322K | Hold |
3,112
| – | – | 0.01% | 571 |
|
|
2023
Q4 | $314K | Hold |
3,112
| – | – | 0.01% | 502 |
|
|
2023
Q3 | $235K | Buy |
+3,112
| New | +$235K | 0.01% | 549 |
|
|
2022
Q2 | – | Sell |
-2,860
| Closed | -$587K | – | 522 |
|
|
2022
Q1 | $587K | Sell |
2,860
-9,208
| -76% | -$1.89M | 0.05% | 261 |
|
|
2021
Q4 | $3.17M | Buy |
12,068
+3,107
| +35% | +$817K | 0.33% | 80 |
|
|
2021
Q3 | $2.07M | Buy |
+8,961
| New | +$2.07M | 0.24% | 111 |
|