Spire Wealth Management’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	$10.5K	Hold	210	–	–	﹤0.01%	1598
2025 Q4	$9.95K	Sell	210 -100	-32%	-$5.18K	﹤0.01%	1700
2025 Q3	$16.6K	Hold	310	–	–	﹤0.01%	1583
2025 Q2	$17.1K	Hold	310	–	–	﹤0.01%	1565
2025 Q1	$16.8K	Hold	310	–	–	﹤0.01%	1670
2024 Q4	$20.7K	Sell	310 -533	-63%	-$60K	﹤0.01%	1614
2024 Q3	$113K	Buy	843 +358	+74%	+$43.6K	﹤0.01%	877
2024 Q2	$53K	Buy	485 +275	+131%	+$28.9K	﹤0.01%	1099
2024 Q1	$21.7K	Hold	210	–	–	﹤0.01%	1492
2023 Q4	$19.8K	Hold	210	–	–	﹤0.01%	1543
2023 Q3	$15.9K	Buy	210 +69	+49%	+$5.52K	﹤0.01%	1589
2023 Q2	$10.3K	Hold	141	–	–	﹤0.01%	1808
2023 Q1	$10.7K	Sell	141 -588	-81%	-$51.9K	﹤0.01%	1821
2022 Q4	$74K	Sell	729 -230	-24%	-$24.5K	﹤0.01%	841
2022 Q3	$85K	Sell	959 -305	-24%	-$29.6K	0.01%	760
2022 Q2	$139K	Sell	1,264 -5,382	-81%	-$763K	0.01%	897
2022 Q1	$1.36M	Sell	6,646 -5,967	-47%	-$1.17M	0.04%	328
2021 Q4	$3.32M	Buy	12,613 +3,367	+36%	+$864K	0.07%	228
2021 Q3	$2.14M	Sell	9,246 -700	-7%	-$158K	0.06%	270
2021 Q2	$1.9M	Sell	9,946 -72,522	-88%	-$13.3M	0.05%	301
2021 Q1	$14.8M	Buy	+82,468	New	+$15.8M	0.39%	58