Gradient Investments’s Modiv Industrial MDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-20
Closed -$283 907
2024
Q2
$283 Buy
20
+5
+33% +$71 ﹤0.01% 1237
2024
Q1
$252 Sell
15
-1
-6% -$17 ﹤0.01% 1084
2023
Q4
$224 Hold
16
﹤0.01% 1691
2023
Q3
$250 Hold
16
﹤0.01% 1653
2023
Q2
$225 Hold
16
﹤0.01% 1623
2023
Q1
$159 Hold
16
﹤0.01% 1406
2022
Q4
$180 Buy
+16
New +$180 ﹤0.01% 1396