EWA
MDRR

EP Wealth Advisors’s Medalist Diversified REIT MDRR Stock Holding History

EP Wealth Advisors’s Portfolio MDRR Stock Details MDRR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-45,345
Closed -$545K – 1293
2024
Q3 		$545K Buy
+45,345
New +$545K ﹤0.01% 663