Great Valley Advisor Group’s Medical Properties Trust MPW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-13,803
| Closed | -$67.8K | – | 766 |
|
2023
Q4 | $67.8K | Buy |
+13,803
| New | +$67.8K | ﹤0.01% | 694 |
|
2023
Q3 | – | Sell |
-12,291
| Closed | -$114K | – | 712 |
|
2023
Q2 | $114K | Buy |
+12,291
| New | +$114K | ﹤0.01% | 677 |
|
2022
Q4 | – | Sell |
-18,302
| Closed | -$217K | – | 721 |
|
2022
Q3 | $217K | Buy |
18,302
+2,117
| +13% | +$25.1K | 0.01% | 611 |
|
2022
Q2 | $247K | Buy |
16,185
+3,540
| +28% | +$54K | 0.01% | 589 |
|
2022
Q1 | $267K | Sell |
12,645
-27
| -0.2% | -$570 | 0.02% | 510 |
|
2021
Q4 | $299K | Buy |
12,672
+311
| +3% | +$7.34K | 0.02% | 490 |
|
2021
Q3 | $248K | Sell |
12,361
-6,741
| -35% | -$135K | 0.02% | 510 |
|
2021
Q2 | $384K | Buy |
19,102
+2,317
| +14% | +$46.6K | 0.03% | 404 |
|
2021
Q1 | $357K | Buy |
16,785
+3,745
| +29% | +$79.7K | 0.03% | 370 |
|
2020
Q4 | $284K | Buy |
+13,040
| New | +$284K | 0.03% | 382 |
|