Summit Wealth Partners’s Innovative Industrial Properties IIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,319
| Closed | -$476K | – | 175 |
|
|
2022
Q1 | $476K | Buy |
2,319
+416
| +22% | +$85.5K | 0.11% | 98 |
|
|
2021
Q4 | $500K | Buy |
1,903
+521
| +38% | +$137K | 0.11% | 94 |
|
|
2021
Q3 | $319K | Hold |
1,382
| – | – | 0.08% | 118 |
|
|
2021
Q2 | $264K | Sell |
1,382
-448
| -24% | -$85.6K | 0.06% | 134 |
|
|
2021
Q1 | $330K | Buy |
1,830
+255
| +16% | +$45.9K | 0.08% | 116 |
|
|
2020
Q4 | $288K | Buy |
+1,575
| New | +$288K | 0.08% | 114 |
|