Sutton Wealth Advisors’s Innovative Industrial Properties IIPR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-676
| Closed | -$68.5K | – | 1163 |
|
2022
Q4 | $68.5K | Sell |
676
-1
| -0.1% | -$101 | 0.03% | 312 |
|
2022
Q3 | $59.9K | Buy |
677
+91
| +16% | +$8.05K | 0.02% | 340 |
|
2022
Q2 | $64.4K | Buy |
586
+252
| +75% | +$27.7K | 0.03% | 317 |
|
2022
Q1 | $68.6K | Sell |
334
-38
| -10% | -$7.81K | 0.02% | 325 |
|
2021
Q4 | $97.8K | Buy |
372
+24
| +7% | +$6.31K | 0.03% | 265 |
|
2021
Q3 | $80.4K | Buy |
348
+21
| +6% | +$4.86K | 0.03% | 281 |
|
2021
Q2 | $62.5K | Buy |
327
+23
| +8% | +$4.39K | 0.02% | 349 |
|
2021
Q1 | $54.8K | Buy |
304
+32
| +12% | +$5.77K | 0.02% | 372 |
|
2020
Q4 | $49.8K | Buy |
272
+15
| +6% | +$2.75K | 0.02% | 347 |
|
2020
Q3 | $31.9K | Hold |
257
| – | – | 0.02% | 419 |
|
2020
Q2 | $22.6K | Buy |
257
+136
| +112% | +$12K | 0.01% | 499 |
|
2020
Q1 | $9.19K | Hold |
121
| – | – | 0.01% | 675 |
|
2019
Q4 | $9.18K | Buy |
121
+9
| +8% | +$683 | ﹤0.01% | 844 |
|
2019
Q3 | $10.3K | Hold |
112
| – | – | 0.01% | 778 |
|
2019
Q2 | $13.8K | Buy |
+112
| New | +$13.8K | 0.01% | 683 |
|