VA
Valmark Advisers’s Innovative Industrial Properties IIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,400
| Closed | -$301K | – | 452 |
|
|
2022
Q3 | $301K | Buy |
3,400
+1,000
| +42% | +$88.5K | 0.01% | 346 |
|
|
2022
Q2 | $264K | Buy |
2,400
+400
| +20% | +$44K | 0.01% | 366 |
|
|
2022
Q1 | $411K | Hold |
2,000
| – | – | 0.01% | 328 |
|
|
2021
Q4 | $526K | Hold |
2,000
| – | – | 0.01% | 272 |
|
|
2021
Q3 | $462K | Hold |
2,000
| – | – | 0.01% | 281 |
|
|
2021
Q2 | $382K | Hold |
2,000
| – | – | 0.01% | 298 |
|
|
2021
Q1 | $360K | Hold |
2,000
| – | – | 0.01% | 299 |
|
|
2020
Q4 | $366K | Buy |
+2,000
| New | +$366K | 0.01% | 277 |
|