Integrated Wealth Concepts’s Innovative Industrial Properties IIPR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,325
Closed -$448K 1753
2024
Q3
$448K Sell
3,325
-214
-6% -$28.8K 0.01% 1134
2024
Q2
$387K Buy
3,539
+333
+10% +$36.4K 0.01% 1168
2024
Q1
$332K Buy
3,206
+1,182
+58% +$122K ﹤0.01% 1266
2023
Q4
$204K Buy
+2,024
New +$204K ﹤0.01% 1452
2022
Q2
Sell
-2,284
Closed -$469K 1022
2022
Q1
$469K Sell
2,284
-272
-11% -$55.9K 0.01% 585
2021
Q4
$672K Sell
2,556
-182
-7% -$47.9K 0.02% 540
2021
Q3
$633K Buy
2,738
+60
+2% +$13.9K 0.02% 520
2021
Q2
$512K Buy
2,678
+34
+1% +$6.5K 0.02% 529
2021
Q1
$476K Sell
2,644
-747
-22% -$134K 0.02% 479
2020
Q4
$621K Buy
+3,391
New +$621K 0.03% 362