IHT Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,508
Closed -$234K 1113
2024
Q4
$234K Sell
3,508
-3,264
-48% -$218K 0.01% 957
2024
Q3
$905K Buy
6,772
+3,150
+87% +$421K 0.03% 527
2024
Q2
$396K Sell
3,622
-266
-7% -$29K 0.01% 710
2024
Q1
$403K Buy
3,888
+551
+17% +$57K 0.02% 705
2023
Q4
$336K Sell
3,337
-326
-9% -$32.9K 0.02% 724
2023
Q3
$277K Buy
3,663
+184
+5% +$13.9K 0.01% 761
2023
Q2
$254K Buy
+3,479
New +$254K 0.01% 784
2023
Q1
Sell
-2,144
Closed -$217K 974
2022
Q4
$217K Buy
+2,144
New +$217K 0.01% 790
2022
Q2
Sell
-1,247
Closed -$256K 772
2022
Q1
$256K Sell
1,247
-588
-32% -$121K 0.02% 627
2021
Q4
$483K Buy
1,835
+19
+1% +$5K 0.04% 447
2021
Q3
$420K Sell
1,816
-353
-16% -$81.6K 0.03% 481
2021
Q2
$414K Buy
2,169
+207
+11% +$39.5K 0.03% 595
2021
Q1
$353K Sell
1,962
-287
-13% -$51.6K 0.03% 570
2020
Q4
$412K Buy
2,249
+1
+0% +$183 0.03% 471
2020
Q3
$279K Sell
2,248
-1,602
-42% -$199K 0.03% 498
2020
Q2
$339K Buy
+3,850
New +$339K 0.05% 376