Laurel Wealth Advisors (California)’s Industrial Logistics Properties Trust ILPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-48,380
| Closed | -$266K | – | 656 |
|
|
2022
Q3 | $266K | Sell |
48,380
-6,900
| -12% | -$37.9K | 0.03% | 518 |
|
|
2022
Q2 | $778K | Sell |
55,280
-3,000
| -5% | -$42.2K | 0.08% | 250 |
|
|
2022
Q1 | $1.32M | Buy |
58,280
+13,019
| +29% | +$295K | 0.11% | 199 |
|
|
2021
Q4 | $1.13M | Buy |
45,261
+41
| +0.1% | +$1.03K | 0.09% | 230 |
|
|
2021
Q3 | $1.15M | Buy |
45,220
+9,380
| +26% | +$238K | 0.21% | 113 |
|
|
2021
Q2 | $937K | Buy |
35,840
+12,100
| +51% | +$316K | 0.12% | 184 |
|
|
2021
Q1 | $549K | Buy |
23,740
+2,000
| +9% | +$46.3K | 0.08% | 239 |
|
|
2020
Q4 | $506K | Hold |
21,740
| – | – | 0.07% | 245 |
|
|
2020
Q3 | $475K | Buy |
+21,740
| New | +$475K | 0.08% | 230 |
|