Summit Place 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-63,550
| Closed | -$895K | – | 92 |
|
|
2022
Q2 | $895K | Sell |
63,550
-1,750
| -3% | -$24.6K | 0.75% | 54 |
|
|
2022
Q1 | $1.48M | Sell |
65,300
-7,825
| -11% | -$177K | 0.99% | 47 |
|
|
2021
Q4 | $1.83M | Buy |
73,125
+62,125
| +565% | +$1.56M | 1.27% | 37 |
|
|
2021
Q3 | $280K | Hold |
11,000
| – | – | 0.2% | 95 |
|
|
2021
Q2 | $288K | Hold |
11,000
| – | – | 0.21% | 91 |
|
|
2021
Q1 | $254K | Buy |
+11,000
| New | +$254K | 0.2% | 94 |
|
|
2020
Q3 | – | Sell |
-12,000
| Closed | -$247K | – | 82 |
|
|
2020
Q2 | $247K | Buy |
+12,000
| New | +$247K | 0.39% | 41 |
|