J.W. Cole Advisors’s Innovative Industrial Properties IIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,268
| Closed | -$260K | – | 769 |
|
|
2022
Q1 | $260K | Sell |
1,268
-108
| -8% | -$22.1K | 0.02% | 669 |
|
|
2021
Q4 | $362K | Buy |
1,376
+46
| +3% | +$12.1K | 0.02% | 582 |
|
|
2021
Q3 | $308K | Buy |
1,330
+65
| +5% | +$15.1K | 0.02% | 351 |
|
|
2021
Q2 | $242K | Sell |
1,265
-55
| -4% | -$10.5K | 0.02% | 640 |
|
|
2021
Q1 | $238K | Buy |
+1,320
| New | +$238K | 0.02% | 582 |
|