SBIA
Sheaff Brock Investment Advisors’s Innovative Industrial Properties IIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,685
| Closed | -$227K | – | 463 |
|
|
2024
Q3 | $227K | Buy |
+1,685
| New | +$227K | 0.02% | 368 |
|
|
2024
Q1 | – | Sell |
-53,281
| Closed | -$5.37M | – | 508 |
|
|
2023
Q4 | $5.37M | Buy |
53,281
+3,054
| +6% | +$308K | 0.42% | 53 |
|
|
2023
Q3 | $3.8M | Buy |
50,227
+317
| +0.6% | +$24K | 0.34% | 59 |
|
|
2023
Q2 | $3.64M | Buy |
49,910
+3,053
| +7% | +$223K | 0.31% | 64 |
|
|
2023
Q1 | $3.56M | Buy |
46,857
+1,519
| +3% | +$115K | 0.33% | 67 |
|
|
2022
Q4 | $4.59M | Buy |
45,338
+2,342
| +5% | +$237K | 0.45% | 50 |
|
|
2022
Q3 | $3.81M | Buy |
42,996
+671
| +2% | +$59.4K | 0.41% | 53 |
|
|
2022
Q2 | $4.65M | Buy |
42,325
+3,390
| +9% | +$372K | 0.39% | 53 |
|
|
2022
Q1 | $8M | Buy |
38,935
+1,751
| +5% | +$360K | 0.56% | 31 |
|
|
2021
Q4 | $9.78M | Buy |
37,184
+366
| +1% | +$96.2K | 0.65% | 20 |
|
|
2021
Q3 | $8.51M | Sell |
36,818
-2,172
| -6% | -$502K | 0.63% | 17 |
|
|
2021
Q2 | $7.45M | Buy |
38,990
+826
| +2% | +$158K | 0.54% | 28 |
|
|
2021
Q1 | $6.88M | Sell |
38,164
-11,118
| -23% | -$2M | 0.54% | 31 |
|
|
2020
Q4 | $9.03M | Sell |
49,282
-2,227
| -4% | -$408K | 0.76% | 14 |
|
|
2020
Q3 | $6.39M | Sell |
51,509
-11,490
| -18% | -$1.43M | 0.59% | 27 |
|
|
2020
Q2 | $5.55M | Buy |
62,999
+175
| +0.3% | +$15.4K | 0.55% | 25 |
|
|
2020
Q1 | $4.77M | Buy |
62,824
+875
| +1% | +$66.4K | 0.63% | 24 |
|
|
2019
Q4 | $4.7M | Buy |
61,949
+4,692
| +8% | +$356K | 0.46% | 44 |
|
|
2019
Q3 | $5.29M | Sell |
57,257
-89
| -0.2% | -$8.22K | 0.57% | 36 |
|
|
2019
Q2 | $7.09M | Buy |
+57,346
| New | +$7.09M | 0.76% | 21 |
|