Heritage Wealth Advisors’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
Q2 | $2.08K | Buy |
38
+2
| +6% | +$109 | ﹤0.01% | 514 |
|
|
2025
Q1 | $1.97K | Buy |
36
+1
| +3% | +$55 | ﹤0.01% | 506 |
|
|
2024
Q4 | $2.36K | Hold |
35
| – | – | ﹤0.01% | 548 |
|
|
2024
Q3 | $4.69K | Buy |
35
+1
| +3% | +$134 | ﹤0.01% | 488 |
|
|
2024
Q2 | $3.75K | Hold |
34
| – | – | ﹤0.01% | 460 |
|
|
2024
Q1 | $3.49K | Buy |
34
+1
| +3% | +$103 | ﹤0.01% | 485 |
|
|
2023
Q4 | $3.33K | Buy |
33
+1
| +3% | +$101 | ﹤0.01% | 495 |
|
|
2023
Q3 | $2.44K | Hold |
32
| – | – | ﹤0.01% | 460 |
|
|
2023
Q2 | $2.3K | Buy |
32
+1
| +3% | +$72 | ﹤0.01% | 499 |
|
|
2023
Q1 | $2.34K | Buy |
31
+1
| +3% | +$75 | ﹤0.01% | 511 |
|
|
2022
Q4 | $3.07K | Hold |
30
| – | – | ﹤0.01% | 495 |
|
|
2022
Q3 | $2.63K | Buy |
30
+1
| +3% | +$88 | ﹤0.01% | 475 |
|
|
2022
Q2 | $3K | Hold |
29
| – | – | ﹤0.01% | 513 |
|
|
2022
Q1 | $6K | Hold |
29
| – | – | ﹤0.01% | 467 |
|
|
2021
Q4 | $8K | Hold |
29
| – | – | ﹤0.01% | 461 |
|
|
2021
Q3 | $6.6K | Buy |
29
+1
| +4% | +$227 | ﹤0.01% | 458 |
|
|
2021
Q2 | $5.41K | Hold |
28
| – | – | ﹤0.01% | 477 |
|
|
2021
Q1 | $5.07K | Hold |
28
| – | – | ﹤0.01% | 494 |
|
|
2020
Q4 | $5K | Hold |
28
| – | – | ﹤0.01% | 487 |
|
|
2020
Q3 | $3.44K | Buy |
28
+1
| +4% | +$123 | ﹤0.01% | 437 |
|
|
2020
Q2 | $2.41K | Hold |
27
| – | – | ﹤0.01% | 425 |
|
|
2020
Q1 | $2.05K | Buy |
+27
| New | +$2.05K | ﹤0.01% | 418 |
|