Dynamic Advisor Solutions’s Innovative Industrial Properties IIPR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $314K | Buy |
5,679
+149
| +3% | +$8.23K | 0.01% | 730 |
|
2025
Q1 | $299K | Sell |
5,530
-14
| -0.3% | -$757 | 0.01% | 708 |
|
2024
Q4 | $369K | Buy |
5,544
+54
| +1% | +$3.6K | 0.02% | 488 |
|
2024
Q3 | $739K | Buy |
5,490
+168
| +3% | +$22.6K | 0.02% | 528 |
|
2024
Q2 | $581K | Buy |
5,322
+126
| +2% | +$13.8K | 0.02% | 590 |
|
2024
Q1 | $538K | Buy |
5,196
+1,114
| +27% | +$115K | 0.02% | 584 |
|
2023
Q4 | $387K | Buy |
4,082
+73
| +2% | +$6.92K | 0.01% | 642 |
|
2023
Q3 | $303K | Buy |
4,009
+83
| +2% | +$6.28K | 0.01% | 658 |
|
2023
Q2 | $287K | Sell |
3,926
-62
| -2% | -$4.53K | 0.01% | 640 |
|
2023
Q1 | $303K | Sell |
3,988
-412
| -9% | -$31.3K | 0.02% | 588 |
|
2022
Q4 | $446K | Buy |
4,400
+129
| +3% | +$13.1K | 0.03% | 472 |
|
2022
Q3 | $378K | Buy |
4,271
+150
| +4% | +$13.3K | 0.03% | 463 |
|
2022
Q2 | $453K | Buy |
4,121
+298
| +8% | +$32.8K | 0.03% | 422 |
|
2022
Q1 | $785K | Sell |
3,823
-18
| -0.5% | -$3.7K | 0.05% | 319 |
|
2021
Q4 | $1.01M | Sell |
3,841
-166
| -4% | -$43.7K | 0.07% | 278 |
|
2021
Q3 | $926K | Buy |
4,007
+129
| +3% | +$29.8K | 0.07% | 304 |
|
2021
Q2 | $741K | Sell |
3,878
-384
| -9% | -$73.4K | 0.06% | 336 |
|
2021
Q1 | $768K | Buy |
4,262
+443
| +12% | +$79.8K | 0.07% | 289 |
|
2020
Q4 | $699K | Buy |
3,819
+625
| +20% | +$114K | 0.07% | 300 |
|
2020
Q3 | $396K | Buy |
3,194
+97
| +3% | +$12K | 0.04% | 359 |
|
2020
Q2 | $273K | Buy |
+3,097
| New | +$273K | 0.04% | 403 |
|
2020
Q1 | – | Sell |
-3,031
| Closed | -$230K | – | 522 |
|
2019
Q4 | $230K | Buy |
3,031
+792
| +35% | +$60.1K | 0.03% | 471 |
|
2019
Q3 | $207K | Sell |
2,239
-79
| -3% | -$7.3K | 0.03% | 463 |
|
2019
Q2 | $286K | Buy |
+2,318
| New | +$286K | 0.05% | 370 |
|