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Beacon Financial Advisory’s Medical Properties Trust MPW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$87.6K Buy
20,321
+125
+0.6% +$539 0.02% 349
2025
Q1
$122K Buy
20,196
+2,386
+13% +$14.4K 0.04% 324
2024
Q4
$70.3K Sell
17,810
-903
-5% -$3.57K 0.02% 297
2024
Q3
$109K Buy
18,713
+1,523
+9% +$8.91K 0.04% 289
2024
Q2
$74.1K Buy
+17,190
New +$74.1K 0.03% 288
2024
Q1
Sell
-10,455
Closed -$51.3K 270
2023
Q4
$51.3K Sell
10,455
-3,130
-23% -$15.4K 0.02% 247
2023
Q3
$74K Buy
13,585
+206
+2% +$1.12K 0.04% 219
2023
Q2
$124K Buy
+13,379
New +$124K 0.07% 213