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