EverSource Wealth Advisors’s Innovative Industrial Properties IIPR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.94K Sell
107
-63
-37% -$3.49K ﹤0.01% 3077
2025
Q1
$9.2K Buy
170
+31
+22% +$1.68K ﹤0.01% 2153
2024
Q4
$9.26K Buy
139
+95
+216% +$6.33K ﹤0.01% 2039
2024
Q3
$5.92K Buy
44
+12
+38% +$1.62K ﹤0.01% 2154
2024
Q2
$3.93K Buy
32
+25
+357% +$3.07K ﹤0.01% 2305
2024
Q1
$724 Buy
+7
New +$724 ﹤0.01% 2650
2023
Q4
Sell
-21
Closed -$1.59K 2693
2023
Q3
$1.59K Hold
21
﹤0.01% 2080
2023
Q2
$1.53K Buy
+21
New +$1.53K ﹤0.01% 2102
2023
Q1
Sell
-682
Closed -$69.1K 2459
2022
Q4
$69.1K Buy
682
+264
+63% +$26.8K 0.01% 631
2022
Q3
$37K Sell
418
-7
-2% -$620 0.01% 718
2022
Q2
$47K Buy
+425
New +$47K 0.01% 645