Northwest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,986
| Closed | -$201K | – | 157 |
|
|
2022
Q4 | $201K | Buy |
+1,986
| New | +$201K | 0.09% | 134 |
|
|
2022
Q3 | – | Sell |
-1,965
| Closed | -$216K | – | 141 |
|
|
2022
Q2 | $216K | Buy |
1,965
+112
| +6% | +$12.3K | 0.09% | 134 |
|
|
2022
Q1 | $381K | Buy |
1,853
+179
| +11% | +$36.8K | 0.19% | 98 |
|
|
2021
Q4 | $440K | Hold |
1,674
| – | – | 0.2% | 88 |
|
|
2021
Q3 | $387K | Sell |
1,674
-250
| -13% | -$57.8K | 0.19% | 87 |
|
|
2021
Q2 | $368K | Hold |
1,924
| – | – | 0.19% | 90 |
|
|
2021
Q1 | $347K | Buy |
1,924
+335
| +21% | +$60.4K | 0.22% | 88 |
|
|
2020
Q4 | $291K | Buy |
+1,589
| New | +$291K | 0.2% | 91 |
|