Sigma Planning Corp’s Innovative Industrial Properties IIPR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$318K Buy
5,758
+1,381
+32% +$76.3K 0.01% 967
2025
Q1
$237K Buy
4,377
+53
+1% +$2.87K 0.01% 1049
2024
Q4
$288K Sell
4,324
-3,153
-42% -$210K 0.01% 945
2024
Q3
$1.01M Buy
7,477
+64
+0.9% +$8.61K 0.03% 497
2024
Q2
$810K Sell
7,413
-143
-2% -$15.6K 0.03% 542
2024
Q1
$782K Buy
7,556
+5,091
+207% +$527K 0.02% 586
2023
Q4
$249K Sell
2,465
-4,457
-64% -$449K 0.02% 690
2023
Q3
$524K Buy
6,922
+45
+0.7% +$3.41K 0.02% 696
2023
Q2
$502K Buy
6,877
+675
+11% +$49.3K 0.02% 734
2023
Q1
$471K Buy
6,202
+145
+2% +$11K 0.02% 821
2022
Q4
$614K Buy
6,057
+58
+1% +$5.88K 0.02% 685
2022
Q3
$531K Buy
5,999
+209
+4% +$18.5K 0.02% 708
2022
Q2
$636K Buy
5,790
+137
+2% +$15K 0.02% 651
2022
Q1
$1.16M Buy
5,653
+170
+3% +$34.9K 0.03% 480
2021
Q4
$1.44M Sell
5,483
-258
-4% -$67.9K 0.04% 409
2021
Q3
$1.33M Sell
5,741
-6,550
-53% -$1.51M 0.04% 449
2021
Q2
$2.35M Buy
12,291
+6,015
+96% +$1.15M 0.07% 291
2021
Q1
$1.13M Sell
6,276
-2,292
-27% -$413K 0.04% 454
2020
Q4
$1.57M Buy
8,568
+521
+6% +$95.4K 0.05% 326
2020
Q3
$999K Buy
8,047
+2,174
+37% +$270K 0.04% 400
2020
Q2
$517K Buy
5,873
+682
+13% +$60K 0.02% 573
2020
Q1
$394K Sell
5,191
-6,620
-56% -$502K 0.02% 556
2019
Q4
$896K Buy
11,811
+3,997
+51% +$303K 0.04% 431
2019
Q3
$722K Buy
7,814
+124
+2% +$11.5K 0.03% 455
2019
Q2
$950K Buy
7,690
+4,540
+144% +$561K 0.05% 351
2019
Q1
$257K Sell
3,150
-11,067
-78% -$903K 0.01% 735
2018
Q4
$645K Buy
14,217
+1,082
+8% +$49.1K 0.05% 358
2018
Q3
$634K Sell
13,135
-273
-2% -$13.2K 0.04% 407
2018
Q2
$491K Buy
13,408
+417
+3% +$15.3K 0.03% 458
2018
Q1
$348K Buy
+12,991
New +$348K 0.03% 552