Executive 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-9,540
| Closed | -$1.96M | – | 194 |
|
2022
Q1 | $1.96M | Sell |
9,540
-132
| -1% | -$27.1K | 0.21% | 89 |
|
2021
Q4 | $2.54M | Buy |
9,672
+504
| +5% | +$133K | 0.25% | 83 |
|
2021
Q3 | $2.12M | Sell |
9,168
-170
| -2% | -$39.3K | 0.23% | 88 |
|
2021
Q2 | $1.78M | Buy |
9,338
+316
| +4% | +$60.3K | 0.2% | 94 |
|
2021
Q1 | $1.63M | Buy |
9,022
+8
| +0.1% | +$1.44K | 0.19% | 96 |
|
2020
Q4 | $1.65M | Buy |
9,014
+2,192
| +32% | +$401K | 0.2% | 91 |
|
2020
Q3 | $846K | Buy |
+6,822
| New | +$846K | 0.12% | 96 |
|
2019
Q3 | – | Sell |
-580
| Closed | -$72K | – | 435 |
|
2019
Q2 | $72K | Buy |
580
+575
| +11,500% | +$71.4K | 0.01% | 245 |
|
2019
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 873 |
|
2018
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 894 |
|