IWA
Intercontinental Wealth Advisors’s Innovative Industrial Properties IIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,215
| Closed | -$250K | – | 281 |
|
|
2022
Q1 | $250K | Hold |
1,215
| – | – | 0.06% | 260 |
|
|
2021
Q4 | $319K | Hold |
1,215
| – | – | 0.07% | 236 |
|
|
2021
Q3 | $281K | Sell |
1,215
-34
| -3% | -$7.86K | 0.07% | 238 |
|
|
2021
Q2 | $239K | Hold |
1,249
| – | – | 0.05% | 261 |
|
|
2021
Q1 | $225K | Buy |
1,249
+34
| +3% | +$6.13K | 0.05% | 251 |
|
|
2020
Q4 | $223K | Buy |
+1,215
| New | +$223K | 0.05% | 235 |
|
|
2020
Q1 | – | Sell |
-610
| Closed | -$58K | – | 226 |
|
|
2019
Q4 | $58K | Sell |
610
-605
| -50% | -$57.5K | 0.05% | 174 |
|
|
2019
Q3 | $112K | Hold |
1,215
| – | – | 0.07% | 167 |
|
|
2019
Q2 | $150K | Hold |
1,215
| – | – | 0.08% | 141 |
|
|
2019
Q1 | $99K | Sell |
1,215
-1,188
| -49% | -$96.8K | 0.05% | 179 |
|
|
2018
Q4 | $109K | Buy |
+2,403
| New | +$109K | 0.06% | 158 |
|