Financial Architects (New Jersey)’s Medical Properties Trust MPW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,794
| Closed | -$53K | – | 566 |
|
|
2020
Q2 | $53K | Hold |
2,794
| – | – | 0.01% | 414 |
|
|
2020
Q1 | $48K | Hold |
2,794
| – | – | 0.01% | 390 |
|
|
2019
Q4 | $59K | Hold |
2,794
| – | – | 0.01% | 401 |
|
|
2019
Q3 | $55K | Hold |
2,794
| – | – | 0.01% | 418 |
|
|
2019
Q2 | $49K | Buy |
2,794
+1,754
| +169% | +$30.8K | 0.01% | 457 |
|
|
2019
Q1 | $19K | Hold |
1,040
| – | – | ﹤0.01% | 801 |
|
|
2018
Q4 | $17K | Hold |
1,040
| – | – | ﹤0.01% | 751 |
|
|
2018
Q3 | $16K | Buy |
1,040
+250
| +32% | +$3.85K | ﹤0.01% | 849 |
|
|
2018
Q2 | $11K | Sell |
790
-520
| -40% | -$7.24K | ﹤0.01% | 966 |
|
|
2018
Q1 | $17K | Hold |
1,310
| – | – | ﹤0.01% | 807 |
|
|
2017
Q4 | $18K | Sell |
1,310
-300
| -19% | -$4.12K | ﹤0.01% | 867 |
|
|
2017
Q3 | $21K | Sell |
1,610
-450
| -22% | -$5.87K | ﹤0.01% | 852 |
|
|
2017
Q2 | $27K | Hold |
2,060
| – | – | ﹤0.01% | 779 |
|
|
2017
Q1 | $27K | Buy |
2,060
+970
| +89% | +$12.7K | ﹤0.01% | 766 |
|
|
2016
Q4 | $14K | Hold |
1,090
| – | – | ﹤0.01% | 919 |
|
|
2016
Q3 | $16K | Hold |
1,090
| – | – | ﹤0.01% | 886 |
|
|
2016
Q2 | $17K | Buy |
1,090
+300
| +38% | +$4.68K | ﹤0.01% | 826 |
|
|
2016
Q1 | $10K | Buy |
+790
| New | +$10K | ﹤0.01% | 737 |
|
|
2015
Q3 | – | Sell |
-790
| Closed | -$10K | – | 622 |
|
|
2015
Q2 | $10K | Hold |
790
| – | – | ﹤0.01% | 772 |
|
|
2015
Q1 | $12K | Hold |
790
| – | – | ﹤0.01% | 667 |
|
|
2014
Q4 | $11K | Hold |
790
| – | – | ﹤0.01% | 643 |
|
|
2014
Q3 | $10K | Hold |
790
| – | – | ﹤0.01% | 601 |
|
|
2014
Q2 | $10K | Buy |
+790
| New | +$10K | ﹤0.01% | 630 |
|
|
2013
Q4 | – | Sell |
-1,725
| Closed | -$21K | – | 400 |
|
|
2013
Q3 | $21K | Hold |
1,725
| – | – | 0.01% | 384 |
|
|
2013
Q2 | $24K | Buy |
+1,725
| New | +$24K | 0.02% | 324 |
|