Klein Pavlis & Peasley Financial’s Innovative Industrial Properties IIPR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$840K Sell
15,207
-773
-5% -$42.7K 0.56% 53
2025
Q1
$892K Buy
15,980
+3,383
+27% +$189K 0.64% 51
2024
Q4
$839K Sell
12,597
-180
-1% -$12K 0.68% 55
2024
Q3
$1.72M Sell
12,777
-633
-5% -$85.2K 1.38% 27
2024
Q2
$1.46M Sell
13,410
-163
-1% -$17.8K 1.3% 26
2024
Q1
$1.41M Sell
13,573
-1,026
-7% -$106K 1.27% 30
2023
Q4
$1.47M Buy
+14,599
New +$1.47M 1.37% 25