Wealthcare Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,127
| Closed | -$275K | – | 925 |
|
|
2024
Q4 | $275K | Sell |
4,127
-1,941
| -32% | -$129K | 0.01% | 744 |
|
|
2024
Q3 | $817K | Buy |
6,068
+1,405
| +30% | +$189K | 0.02% | 467 |
|
|
2024
Q2 | $509K | Buy |
4,663
+418
| +10% | +$45.7K | 0.02% | 536 |
|
|
2024
Q1 | $440K | Buy |
4,245
+49
| +1% | +$5.07K | 0.01% | 563 |
|
|
2023
Q4 | $423K | Buy |
4,196
+545
| +15% | +$54.9K | 0.02% | 517 |
|
|
2023
Q3 | $276K | Buy |
+3,651
| New | +$276K | 0.01% | 571 |
|
|
2021
Q2 | – | Sell |
-671
| Closed | -$121K | – | 1174 |
|
|
2021
Q1 | $121K | Sell |
671
-776
| -54% | -$140K | 0.01% | 618 |
|
|
2020
Q4 | $265K | Buy |
+1,447
| New | +$265K | 0.02% | 346 |
|
|
2020
Q2 | – | Sell |
-17
| Closed | -$1K | – | 831 |
|
|
2020
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 1407 |
|
|
2019
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 1328 |
|
|
2019
Q3 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 1221 |
|