AE Wealth Management’s Medical Properties Trust MPW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $189K | Buy |
43,913
+11,765
| +37% | +$50.7K | ﹤0.01% | 1329 |
|
2025
Q1 | $194K | Sell |
32,148
-5,452
| -15% | -$32.9K | ﹤0.01% | 1287 |
|
2024
Q4 | $149K | Buy |
37,600
+9,524
| +34% | +$37.6K | ﹤0.01% | 1338 |
|
2024
Q3 | $164K | Buy |
28,076
+7,902
| +39% | +$46.2K | ﹤0.01% | 1192 |
|
2024
Q2 | $86.9K | Buy |
20,174
+4,589
| +29% | +$19.8K | ﹤0.01% | 1200 |
|
2024
Q1 | $73.2K | Sell |
15,585
-90,486
| -85% | -$425K | ﹤0.01% | 1127 |
|
2023
Q4 | $347K | Sell |
106,071
-223,232
| -68% | -$730K | ﹤0.01% | 1629 |
|
2023
Q3 | $1.79M | Buy |
329,303
+16,163
| +5% | +$88.1K | 0.01% | 887 |
|
2023
Q2 | $2.9M | Buy |
313,140
+48,741
| +18% | +$451K | 0.02% | 717 |
|
2023
Q1 | $2.17M | Buy |
264,399
+21,114
| +9% | +$174K | 0.01% | 762 |
|
2022
Q4 | $2.71M | Buy |
243,285
+185,076
| +318% | +$2.06M | 0.02% | 642 |
|
2022
Q3 | $690K | Sell |
58,209
-9,542
| -14% | -$113K | 0.01% | 1087 |
|
2022
Q2 | $1.04M | Buy |
67,751
+3,598
| +6% | +$55K | 0.01% | 874 |
|
2022
Q1 | $1.36M | Sell |
64,153
-3,396
| -5% | -$71.8K | 0.01% | 820 |
|
2021
Q4 | $1.6M | Buy |
67,549
+14,492
| +27% | +$342K | 0.01% | 769 |
|
2021
Q3 | $1.07M | Buy |
53,057
+20,020
| +61% | +$402K | 0.01% | 846 |
|
2021
Q2 | $664K | Buy |
33,037
+6,455
| +24% | +$130K | 0.01% | 1011 |
|
2021
Q1 | $566K | Sell |
26,582
-683
| -3% | -$14.5K | 0.01% | 970 |
|
2020
Q4 | $594K | Sell |
27,265
-2,388
| -8% | -$52K | 0.01% | 893 |
|
2020
Q3 | $523K | Sell |
29,653
-28,559
| -49% | -$504K | 0.01% | 866 |
|
2020
Q2 | $1.09M | Buy |
+58,212
| New | +$1.09M | 0.02% | 592 |
|