Heritage Wealth Management (Arizona)’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
Q4 | $46.6K | Buy |
460
+230
| +100% | +$23.3K | 0.01% | 507 |
|
|
2022
Q3 | $20K | Hold |
230
| – | – | 0.01% | 527 |
|
|
2022
Q2 | $25.3K | Hold |
230
| – | – | 0.01% | 504 |
|
|
2022
Q1 | $47K | Buy |
+230
| New | +$47K | 0.01% | 481 |
|
|
2021
Q3 | $53K | Hold |
230
| – | – | 0.02% | 436 |
|
|
2021
Q2 | $44K | Hold |
230
| – | – | 0.02% | 472 |
|
|
2021
Q1 | $41K | Buy |
+230
| New | +$41K | 0.02% | 405 |
|