J.P. Morgan Private Wealth Advisors’s Innovative Industrial Properties IIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,027
| Closed | -$205K | – | 1972 |
|
|
2022
Q4 | $205K | Buy |
+2,027
| New | +$205K | ﹤0.01% | 1816 |
|
|
2022
Q3 | – | Sell |
-2,076
| Closed | -$228K | – | 1950 |
|
|
2022
Q2 | $228K | Sell |
2,076
-552
| -21% | -$60.6K | ﹤0.01% | 1773 |
|
|
2022
Q1 | $540K | Buy |
2,628
+26
| +1% | +$5.34K | ﹤0.01% | 1503 |
|
|
2021
Q4 | $684K | Buy |
2,602
+972
| +60% | +$256K | ﹤0.01% | 1419 |
|
|
2021
Q3 | $377K | Buy |
1,630
+2
| +0.1% | +$463 | ﹤0.01% | 1617 |
|
|
2021
Q2 | $311K | Sell |
1,628
-325
| -17% | -$62.1K | ﹤0.01% | 1663 |
|
|
2021
Q1 | $352K | Buy |
1,953
+68
| +4% | +$12.3K | ﹤0.01% | 1463 |
|
|
2020
Q4 | $345K | Buy |
1,885
+260
| +16% | +$47.6K | ﹤0.01% | 1442 |
|
|
2020
Q3 | $202K | Buy |
+1,625
| New | +$202K | ﹤0.01% | 1521 |
|
|
2020
Q2 | – | Sell |
-4,170
| Closed | -$317K | – | 1573 |
|
|
2020
Q1 | $317K | Buy |
4,170
+200
| +5% | +$15.2K | ﹤0.01% | 1111 |
|
|
2019
Q4 | $301K | Hold |
3,970
| – | – | ﹤0.01% | 1240 |
|
|
2019
Q3 | $367K | Buy |
+3,970
| New | +$367K | ﹤0.01% | 1110 |
|
|
2017
Q2 | – | Sell |
-10,000
| Closed | -$171K | – | 1283 |
|
|
2017
Q1 | $171K | Hold |
10,000
| – | – | ﹤0.01% | 1263 |
|
|
2016
Q4 | $182K | Buy |
+10,000
| New | +$182K | ﹤0.01% | 1176 |
|