SWM
Seed Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,080
| Closed | -$280K | – | 155 |
|
|
2024
Q3 | $280K | Hold |
2,080
| – | – | 0.22% | 116 |
|
|
2024
Q2 | $227K | Hold |
2,080
| – | – | 0.2% | 130 |
|
|
2024
Q1 | $210K | Sell |
2,080
-130
| -6% | -$13.1K | 0.2% | 138 |
|
|
2023
Q4 | $224K | Buy |
+2,210
| New | +$224K | 0.23% | 124 |
|