Prestige Wealth Management Group’s Innovative Industrial Properties IIPR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$251	Hold	5	–	–	﹤0.01%	1054
2025 Q4	$247	Hold	5	–	–	﹤0.01%	986
2025 Q3	$268	Hold	5	–	–	﹤0.01%	973
2025 Q2	$277	Hold	5	–	–	﹤0.01%	974
2025 Q1	$271	Hold	5	–	–	﹤0.01%	973
2024 Q4	$343	Hold	5	–	–	﹤0.01%	1005
2024 Q3	$683	Hold	5	–	–	﹤0.01%	929
2024 Q2	$556	Hold	5	–	–	﹤0.01%	908
2024 Q1	$527	Hold	5	–	–	﹤0.01%	948
2023 Q4	$514	Sell	5 -32	-86%	-$2.62K	﹤0.01%	944
2023 Q3	$2.87K	Sell	37 -11	-23%	-$879	﹤0.01%	677
2023 Q2	$3.59K	Buy	48 +12	+33%	+$845	﹤0.01%	665
2023 Q1	$2.8K	Sell	36 -11	-23%	-$971	﹤0.01%	687
2022 Q4	$4.85K	Hold	47	–	–	﹤0.01%	620
2022 Q3	$4K	Hold	47	–	–	﹤0.01%	598
2022 Q2	$5K	Sell	47 -6	-11%	-$851	﹤0.01%	589
2022 Q1	$11K	Buy	53 +6	+13%	+$1.18K	﹤0.01%	445
2021 Q4	$12K	Hold	47	–	–	﹤0.01%	453
2021 Q3	$11K	Buy	47 +5	+12%	+$1.13K	﹤0.01%	472
2021 Q2	$8K	Hold	42	–	–	﹤0.01%	526
2021 Q1	$8K	Buy	42 +5	+14%	+$959	﹤0.01%	521
2020 Q4	$7K	Buy	37 +17	+85%	+$2.54K	﹤0.01%	512
2020 Q3	$2K	Hold	20	–	–	﹤0.01%	682
2020 Q2	$2K	Buy	+20	New	+$1.63K	﹤0.01%	674