PWM
Prentice Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15
| Closed | -$2K | – | 132 |
|
|
2022
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 124 |
|
|
2021
Q4 | – | Sell |
-15
| Closed | -$3K | – | 193 |
|
|
2021
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 288 |
|
|
2021
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 282 |
|
|
2021
Q1 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 286 |
|