Bogart Wealth LLC’s Medical Properties Trust MPT Stock Holding History

Bogart Wealth LLC’s Portfolio MPT Stock Details MPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,000	Closed	-$4.91K	–	1099
2023 Q4	$4.91K	Buy	1,000 +913	+1,049%	+$4.47K	﹤0.01%	750
2023 Q3	$474	Hold	87	–	–	﹤0.01%	1013
2023 Q2	$806	Hold	87	–	–	﹤0.01%	955
2023 Q1	$715	Hold	87	–	–	﹤0.01%	1013
2022 Q4	$969	Hold	87	–	–	﹤0.01%	860
2022 Q3	$1K	Buy	+87	New	+$1.32K	﹤0.01%	915
2021 Q3	–	Sell	-536	Closed	-$11K	–	754
2021 Q2	$11K	Hold	536	–	–	﹤0.01%	438
2021 Q1	$11K	Hold	536	–	–	﹤0.01%	405
2020 Q4	$11K	Hold	536	–	–	﹤0.01%	308
2020 Q3	$9K	Hold	536	–	–	﹤0.01%	314
2020 Q2	$10K	Hold	536	–	–	﹤0.01%	288
2020 Q1	$9K	Hold	536	–	–	﹤0.01%	275
2019 Q4	$11K	Hold	536	–	–	﹤0.01%	275
2019 Q3	$10K	Hold	536	–	–	﹤0.01%	261
2019 Q2	$9K	Buy	+536	New	+$9.65K	0.01%	251

Other funds holding MPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Bogart Wealth LLC's MPT Position: Q1 2024 in Review

Bogart Wealth LLC sold out of Medical Properties Trust (MPT) in Q1 2024, closing a stake of 1,000 shares — an estimated $4.91K sold.

Bogart Wealth LLC first reported a position in MPT in Q2 2019 and held it in 15 quarters. The position peaked at $11K in Q2 2021. 510 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

Bogart Wealth LLC reported no remaining Medical Properties Trust position as of Q1 2024 after selling out during the quarter.
Bogart Wealth LLC sold 1,000 Medical Properties Trust shares in Q1 2024, an estimated $4.91K.
Bogart Wealth LLC first reported a position in Medical Properties Trust in Q2 2019 and held it in 15 quarters.
Bogart Wealth LLC's Medical Properties Trust position peaked at $11K in Q2 2021.
510 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on Bogart Wealth LLC's 13F filing for Q1 2024, filed 25 Apr 2024.