Kestra Private Wealth Services’s Innovative Industrial Properties IIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,021
| Closed | -$1.23M | – | 1452 |
|
|
2024
Q3 | $1.23M | Buy |
9,021
+328
| +4% | +$44.8K | 0.02% | 550 |
|
|
2024
Q2 | $966K | Sell |
8,693
-963
| -10% | -$107K | 0.02% | 585 |
|
|
2024
Q1 | $1.02M | Buy |
9,656
+3,743
| +63% | +$394K | 0.02% | 553 |
|
|
2023
Q4 | $607K | Buy |
+5,913
| New | +$607K | 0.02% | 666 |
|
|
2020
Q4 | – | Sell |
-5,265
| Closed | -$653K | – | 762 |
|
|
2020
Q3 | $653K | Buy |
+5,265
| New | +$653K | 0.06% | 327 |
|