Householder Group Estate & Retirement Specialist’s Industrial Logistics Properties Trust ILPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.94M Sell
530,284
-7,406
-1% -$27K 1.45% 14
2024
Q3
$2.56M Buy
537,690
+499
+0.1% +$2.38K 0.75% 27
2024
Q2
$1.98M Buy
537,191
+3,272
+0.6% +$12K 0.55% 33
2024
Q1
$2.29M Buy
533,919
+8,222
+2% +$35.3K 0.68% 31
2023
Q4
$2.47M Buy
525,697
+35,755
+7% +$168K 0.81% 26
2023
Q3
$1.42M Buy
+489,942
New +$1.42M 0.51% 41
2023
Q1
$1.28M Buy
+415,514
New +$1.28M 0.49% 46
2022
Q4
Sell
-238,059
Closed -$1.31M 691
2022
Q3
$1.31M Buy
238,059
+1,754
+0.7% +$9.65K 0.54% 40
2022
Q2
$3.33M Buy
236,305
+13,650
+6% +$192K 1.49% 13
2022
Q1
$5.05M Buy
222,655
+17,266
+8% +$391K 2.03% 7
2021
Q4
$5.15M Buy
+205,389
New +$5.15M 1.92% 9