Sequoia Financial Advisors’s Industrial Logistics Properties Trust ILPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$139K Hold
30,488
﹤0.01% 1499
2025
Q1
$105K Hold
30,488
﹤0.01% 1309
2024
Q4
$111K Sell
30,488
-355
-1% -$1.3K ﹤0.01% 1270
2024
Q3
$147K Hold
30,843
﹤0.01% 1194
2024
Q2
$114K Sell
30,843
-459
-1% -$1.69K ﹤0.01% 1145
2024
Q1
$134K Buy
31,302
+925
+3% +$3.97K ﹤0.01% 1087
2023
Q4
$143K Sell
30,377
-2,181
-7% -$10.3K ﹤0.01% 1135
2023
Q3
$94.1K Buy
32,558
+2,181
+7% +$6.3K ﹤0.01% 918
2023
Q2
$100K Buy
30,377
+1,857
+7% +$6.13K ﹤0.01% 919
2023
Q1
$87.6K Sell
28,520
-2,948
-9% -$9.05K ﹤0.01% 806
2022
Q4
$103K Buy
+31,468
New +$103K ﹤0.01% 770