JPLA
Joseph P. Lucia & Associates’s Innovative Industrial Properties IIPR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-150
| Closed | -$16K | – | 249 |
|
2022
Q2 | $16K | Hold |
150
| – | – | 0.01% | 271 |
|
2022
Q1 | $31K | Buy |
+150
| New | +$31K | 0.02% | 223 |
|
2021
Q4 | – | Sell |
-150
| Closed | -$35K | – | 317 |
|
2021
Q3 | $35K | Hold |
150
| – | – | 0.02% | 250 |
|
2021
Q2 | $29K | Hold |
150
| – | – | 0.02% | 269 |
|
2021
Q1 | $27K | Hold |
150
| – | – | 0.01% | 263 |
|
2020
Q4 | $27K | Buy |
+150
| New | +$27K | 0.02% | 239 |
|
2020
Q3 | – | Sell |
-170
| Closed | -$15K | – | 249 |
|
2020
Q2 | $15K | Hold |
170
| – | – | 0.01% | 268 |
|
2020
Q1 | $13K | Hold |
170
| – | – | 0.01% | 263 |
|
2019
Q4 | $13K | Hold |
170
| – | – | 0.01% | 289 |
|
2019
Q3 | $16K | Hold |
170
| – | – | 0.02% | 266 |
|
2019
Q2 | $21K | Sell |
170
-14,012
| -99% | -$1.73M | 0.02% | 240 |
|
2019
Q1 | $170 | Buy |
+14,182
| New | +$170 | 0.01% | 232 |
|