Heritage Wealth Advisors’s Medical Properties Trust MPW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1K | Hold |
2,350
| – | – | ﹤0.01% | 420 |
|
|
2025
Q1 | $14.2K | Hold |
2,350
| – | – | ﹤0.01% | 401 |
|
|
2024
Q4 | $9.28K | Hold |
2,350
| – | – | ﹤0.01% | 448 |
|
|
2024
Q3 | $13.7K | Hold |
2,350
| – | – | ﹤0.01% | 424 |
|
|
2024
Q2 | $10.1K | Hold |
2,350
| – | – | ﹤0.01% | 424 |
|
|
2024
Q1 | $11K | Hold |
2,350
| – | – | ﹤0.01% | 434 |
|
|
2023
Q4 | $11.5K | Buy |
+2,350
| New | +$11.5K | ﹤0.01% | 445 |
|
|
2019
Q3 | – | Sell |
-1,215
| Closed | -$21.2K | – | 456 |
|
|
2019
Q2 | $21.2K | Hold |
1,215
| – | – | ﹤0.01% | 333 |
|
|
2019
Q1 | $22.5K | Buy |
+1,215
| New | +$22.5K | ﹤0.01% | 298 |
|