Koa Wealth Management’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 | $3.77M | Buy |
68,221
+8,047
| +13% | +$444K | 2.99% | 9 |
|
|
2025
Q1 | $3.25M | Buy |
60,174
+28,248
| +88% | +$1.53M | 2.63% | 12 |
|
|
2024
Q4 | $2.13M | Sell |
31,926
-10,722
| -25% | -$715K | 1.74% | 18 |
|
|
2024
Q3 | $5.74M | Sell |
42,648
-484
| -1% | -$65.1K | 4.43% | 5 |
|
|
2024
Q2 | $4.71M | Buy |
43,132
+2,078
| +5% | +$227K | 3.98% | 5 |
|
|
2024
Q1 | $4.25M | Buy |
41,054
+2,894
| +8% | +$300K | 3.83% | 4 |
|
|
2023
Q4 | $3.85M | Buy |
+38,160
| New | +$3.85M | 3.8% | 6 |
|