Surevest’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
$778K Buy
141,525
+15,799
+13% +$86.9K 0.21% 100
2022
Q2
$1.77M Buy
125,726
+1,211
+1% +$17K 0.46% 77
2022
Q1
$2.82M Sell
124,515
-28,012
-18% -$635K 0.68% 65
2021
Q4
$3.82M Sell
152,527
-10,337
-6% -$259K 0.91% 54
2021
Q3
$4.14M Buy
162,864
+12,016
+8% +$305K 1.05% 51
2021
Q2
$3.94M Buy
150,848
+74,170
+97% +$1.94M 1.03% 60
2021
Q1
$1.77M Buy
76,678
+484
+0.6% +$11.2K 0.54% 66
2020
Q4
$1.78M Buy
76,194
+11,964
+19% +$279K 0.59% 63
2020
Q3
$1.41M Buy
+64,230
New +$1.41M 0.55% 63