Bartlett & Co 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 | – | Sell |
-2,600
| Closed | -$15.9K | – | 1300 |
|
2025
Q1 | $15.9K | Sell |
2,600
-15,000
| -85% | -$91.7K | ﹤0.01% | 850 |
|
2024
Q4 | $72.4K | Sell |
17,600
-18,500
| -51% | -$76.1K | ﹤0.01% | 581 |
|
2024
Q3 | $214K | Buy |
36,100
+15,000
| +71% | +$89K | ﹤0.01% | 430 |
|
2024
Q2 | $94.1K | Hold |
21,100
| – | – | ﹤0.01% | 556 |
|
2024
Q1 | $99.2K | Hold |
21,100
| – | – | ﹤0.01% | 558 |
|
2023
Q4 | $111K | Buy |
21,100
+8,500
| +67% | +$44.6K | ﹤0.01% | 560 |
|
2023
Q3 | $70.6K | Buy |
12,600
+1,500
| +14% | +$8.4K | ﹤0.01% | 591 |
|
2023
Q2 | $106K | Buy |
11,100
+8,500
| +327% | +$81.2K | ﹤0.01% | 532 |
|
2023
Q1 | $22.1K | Hold |
2,600
| – | – | ﹤0.01% | 695 |
|
2022
Q4 | $29.7K | Hold |
2,600
| – | – | ﹤0.01% | 656 |
|
2022
Q3 | $31.6K | Hold |
2,600
| – | – | ﹤0.01% | 639 |
|
2022
Q2 | $40.5K | Hold |
2,600
| – | – | ﹤0.01% | 605 |
|
2022
Q1 | $55.7K | Buy |
+2,600
| New | +$55.7K | ﹤0.01% | 571 |
|
2021
Q4 | – | Sell |
-2,673
| Closed | -$54.4K | – | 696 |
|
2021
Q3 | $54.4K | Buy |
2,673
+73
| +3% | +$1.49K | ﹤0.01% | 495 |
|
2021
Q2 | $53K | Hold |
2,600
| – | – | ﹤0.01% | 499 |
|
2021
Q1 | $56.1K | Hold |
2,600
| – | – | ﹤0.01% | 515 |
|
2020
Q4 | $57.4K | Hold |
2,600
| – | – | ﹤0.01% | 508 |
|
2020
Q3 | $46.5K | Hold |
2,600
| – | – | ﹤0.01% | 508 |
|
2020
Q2 | $49.6K | Hold |
2,600
| – | – | ﹤0.01% | 503 |
|
2020
Q1 | $45.7K | Hold |
2,600
| – | – | ﹤0.01% | 479 |
|
2019
Q4 | $55.6K | Hold |
2,600
| – | – | ﹤0.01% | 510 |
|
2019
Q3 | $51.5K | Buy |
+2,600
| New | +$51.5K | ﹤0.01% | 524 |
|