JFS Wealth 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 |
-300
| Closed | -$62K | – | 1834 |
|
|
2022
Q1 | $62K | Hold |
300
| – | – | 0.01% | 375 |
|
|
2021
Q4 | $79K | Hold |
300
| – | – | 0.01% | 349 |
|
|
2021
Q3 | $69K | Buy |
+300
| New | +$69K | 0.01% | 372 |
|
|
2018
Q4 | – | Sell |
-300
| Closed | -$14K | – | 497 |
|
|
2018
Q3 | $14K | Buy |
+300
| New | +$14K | ﹤0.01% | 364 |
|