Summit Securities Group’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 | $16.6K | Buy |
+300
| New | +$16.6K | ﹤0.01% | 645 |
|
|
2024
Q4 | – | Sell |
-3,000
| Closed | -$404K | – | 630 |
|
|
2024
Q3 | $404K | Buy |
3,000
+1,300
| +76% | +$175K | 0.11% | 49 |
|
|
2024
Q2 | $186K | Sell |
1,700
-1,200
| -41% | -$131K | 0.04% | 87 |
|
|
2024
Q1 | $300K | Buy |
2,900
+2,700
| +1,350% | +$279K | 0.05% | 53 |
|
|
2023
Q4 | $20K | Buy |
+200
| New | +$20K | ﹤0.01% | 282 |
|
|
2023
Q3 | – | Sell |
-1,800
| Closed | -$131K | – | 621 |
|
|
2023
Q2 | $131K | Buy |
1,800
+1,789
| +16,264% | +$130K | 0.02% | 164 |
|
|
2023
Q1 | $1K | Sell |
11
-189
| -95% | -$17.2K | ﹤0.01% | 609 |
|
|
2022
Q4 | $20K | Sell |
200
-200
| -50% | -$20K | ﹤0.01% | 679 |
|
|
2022
Q3 | $35K | Hold |
400
| – | – | ﹤0.01% | 464 |
|
|
2022
Q2 | $44K | Sell |
400
-500
| -56% | -$55K | 0.01% | 409 |
|
|
2022
Q1 | $185K | Sell |
900
-6,300
| -88% | -$1.3M | 0.02% | 245 |
|
|
2021
Q4 | $1.89M | Buy |
7,200
+900
| +14% | +$237K | 0.09% | 90 |
|
|
2021
Q3 | $1.46M | Buy |
6,300
+2,000
| +47% | +$462K | 0.11% | 87 |
|
|
2021
Q2 | $821K | Buy |
4,300
+1,900
| +79% | +$363K | 0.07% | 136 |
|
|
2021
Q1 | $432K | Sell |
2,400
-2,700
| -53% | -$486K | 0.05% | 154 |
|
|
2020
Q4 | $934K | Buy |
+5,100
| New | +$934K | 0.08% | 94 |
|