Moran 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-11,867
| Closed | -$1.6M | – | 435 |
|
2024
Q3 | $1.6M | Sell |
11,867
-931
| -7% | -$125K | 0.05% | 273 |
|
2024
Q2 | $1.4M | Sell |
12,798
-476
| -4% | -$52K | 0.05% | 268 |
|
2024
Q1 | $1.37M | Sell |
13,274
-778
| -6% | -$80.6K | 0.04% | 277 |
|
2023
Q4 | $1.42M | Sell |
14,052
-302
| -2% | -$30.4K | 0.05% | 275 |
|
2023
Q3 | $1.09M | Buy |
+14,354
| New | +$1.09M | 0.04% | 261 |
|