BWM
BerganKDV Wealth Management’s Medical Properties Trust MPW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $677K | Buy |
73,114
+3,445
| +5% | +$31.9K | 0.07% | 154 |
|
|
2023
Q1 | $573K | Buy |
69,669
+11,636
| +20% | +$95.6K | 0.06% | 161 |
|
|
2022
Q4 | $646K | Sell |
58,033
-14,714
| -20% | -$164K | 0.07% | 154 |
|
|
2022
Q3 | $863K | Buy |
72,747
+5,148
| +8% | +$61.1K | 0.1% | 129 |
|
|
2022
Q2 | $1.03M | Buy |
67,599
+624
| +0.9% | +$9.53K | 0.12% | 127 |
|
|
2022
Q1 | $1.42M | Buy |
66,975
+7,845
| +13% | +$166K | 0.15% | 110 |
|
|
2021
Q4 | $1.4M | Sell |
59,130
-3,934
| -6% | -$92.9K | 0.15% | 113 |
|
|
2021
Q3 | $1.27M | Buy |
63,064
+667
| +1% | +$13.4K | 0.14% | 114 |
|
|
2021
Q2 | $1.25M | Sell |
62,397
-111
| -0.2% | -$2.23K | 0.15% | 111 |
|
|
2021
Q1 | $1.33M | Sell |
62,508
-41
| -0.1% | -$872 | 0.17% | 103 |
|
|
2020
Q4 | $1.36M | Sell |
62,549
-1,577
| -2% | -$34.4K | 0.19% | 93 |
|
|
2020
Q3 | $1.13M | Sell |
64,126
-2,838
| -4% | -$50.1K | 0.18% | 95 |
|
|
2020
Q2 | $1.26M | Buy |
+66,964
| New | +$1.26M | 0.22% | 89 |
|