PCG Wealth Advisors’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
Q3 | – | Sell |
-11,219
| Closed | -$819K | – | 110 |
|
|
2023
Q2 | $819K | Sell |
11,219
-899
| -7% | -$65.6K | 0.51% | 48 |
|
|
2023
Q1 | $921K | Buy |
12,118
+101
| +0.8% | +$7.68K | 0.58% | 43 |
|
|
2022
Q4 | $1.22M | Sell |
12,017
-13,191
| -52% | -$1.34M | 0.77% | 31 |
|
|
2022
Q3 | $2.23M | Buy |
25,208
+12,531
| +99% | +$1.11M | 0.79% | 32 |
|
|
2022
Q2 | $1.39M | Sell |
12,677
-732
| -5% | -$80.4K | 0.99% | 21 |
|
|
2022
Q1 | $2.75M | Buy |
13,409
+330
| +3% | +$67.8K | 1.75% | 12 |
|
|
2021
Q4 | $3.44M | Buy |
+13,079
| New | +$3.44M | 2.39% | 10 |
|