OIA
Optimum Investment Advisors’s Innovative Industrial Properties IIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,650
| Closed | -$125K | – | 720 |
|
|
2023
Q1 | $125K | Sell |
1,650
-2,200
| -57% | -$167K | 0.07% | 232 |
|
|
2022
Q4 | $390K | Buy |
3,850
+800
| +26% | +$81.1K | 0.21% | 113 |
|
|
2022
Q3 | $270K | Hold |
3,050
| – | – | 0.15% | 154 |
|
|
2022
Q2 | $335K | Sell |
3,050
-490
| -14% | -$53.8K | 0.17% | 130 |
|
|
2022
Q1 | $727K | Hold |
3,540
| – | – | 0.31% | 69 |
|
|
2021
Q4 | $931K | Hold |
3,540
| – | – | 0.36% | 61 |
|
|
2021
Q3 | $818K | Hold |
3,540
| – | – | 0.34% | 66 |
|
|
2021
Q2 | $676K | Hold |
3,540
| – | – | 0.21% | 104 |
|
|
2021
Q1 | $638K | Sell |
3,540
-60
| -2% | -$10.8K | 0.19% | 116 |
|
|
2020
Q4 | $659K | Hold |
3,600
| – | – | 0.2% | 111 |
|
|
2020
Q3 | $447K | Hold |
3,600
| – | – | 0.15% | 137 |
|
|
2020
Q2 | $317K | Sell |
3,600
-500
| -12% | -$44K | 0.11% | 171 |
|
|
2020
Q1 | $311K | Buy |
4,100
+1,300
| +46% | +$98.6K | 0.13% | 166 |
|
|
2019
Q4 | $212K | Buy |
2,800
+400
| +17% | +$30.3K | 0.06% | 261 |
|
|
2019
Q3 | $222K | Sell |
2,400
-700
| -23% | -$64.8K | 0.07% | 248 |
|
|
2019
Q2 | $383K | Hold |
3,100
| – | – | 0.12% | 176 |
|
|
2019
Q1 | $253K | Sell |
3,100
-1,700
| -35% | -$139K | 0.08% | 233 |
|
|
2018
Q4 | $218K | Buy |
4,800
+1,800
| +60% | +$81.8K | 0.08% | 237 |
|
|
2018
Q3 | $145K | Buy |
3,000
+1,000
| +50% | +$48.3K | 0.04% | 345 |
|
|
2018
Q2 | $73K | Buy |
+2,000
| New | +$73K | 0.02% | 454 |
|