Geneos Wealth Management’s Medalist Diversified REIT MDRR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-250
| Closed | -$3K | – | 2348 |
|
|
2022
Q2 | $3K | Hold |
250
| – | – | ﹤0.01% | 2319 |
|
|
2022
Q1 | $4K | Hold |
250
| – | – | ﹤0.01% | 2410 |
|
|
2021
Q4 | $4K | Hold |
250
| – | – | ﹤0.01% | 2463 |
|
|
2021
Q3 | $4K | Sell |
250
-125
| -33% | -$2K | ﹤0.01% | 2513 |
|
|
2021
Q2 | $8K | Buy |
+375
| New | +$8K | ﹤0.01% | 2286 |
|