LFA
Level Financial Advisors’s Innovative Industrial Properties IIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-300
| Closed | -$30.2K | – | 159 |
|
|
2023
Q4 | $30.2K | Sell |
300
-70
| -19% | -$7.06K | 0.02% | 140 |
|
|
2023
Q3 | $28K | Hold |
370
| – | – | 0.02% | 134 |
|
|
2023
Q2 | $27K | Buy |
370
+70
| +23% | +$5.11K | 0.02% | 137 |
|
|
2023
Q1 | $22.8K | Hold |
300
| – | – | 0.01% | 127 |
|
|
2022
Q4 | $30K | Buy |
300
+100
| +50% | +$10K | 0.02% | 112 |
|
|
2022
Q3 | $18K | Buy |
200
+170
| +567% | +$15.3K | 0.01% | 143 |
|
|
2022
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 234 |
|
|
2022
Q1 | $6K | Sell |
30
-95
| -76% | -$19K | ﹤0.01% | 176 |
|
|
2021
Q4 | $33K | Buy |
+125
| New | +$33K | 0.03% | 116 |
|