IWA
IBEX Wealth Advisors’s Medical Properties Trust MPW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-198,515
| Closed | -$4.2M | – | 172 |
|
|
2022
Q1 | $4.2M | Buy |
198,515
+7,512
| +4% | +$159K | 0.8% | 44 |
|
|
2021
Q4 | $4.51M | Buy |
191,003
+2,702
| +1% | +$63.8K | 0.8% | 46 |
|
|
2021
Q3 | $3.78M | Buy |
188,301
+5,578
| +3% | +$112K | 0.73% | 57 |
|
|
2021
Q2 | $3.67M | Buy |
182,723
+9,394
| +5% | +$189K | 0.73% | 58 |
|
|
2021
Q1 | $3.69M | Buy |
173,329
+14,593
| +9% | +$311K | 0.91% | 50 |
|
|
2020
Q4 | $3.46M | Sell |
158,736
-23,496
| -13% | -$512K | 0.9% | 49 |
|
|
2020
Q3 | $3.21M | Sell |
182,232
-468
| -0.3% | -$8.25K | 0.93% | 49 |
|
|
2020
Q2 | $3.43M | Buy |
182,700
+24,968
| +16% | +$469K | 1.1% | 39 |
|
|
2020
Q1 | $2.73M | Buy |
157,732
+4,989
| +3% | +$86.3K | 1.06% | 43 |
|
|
2019
Q4 | $3.22M | Buy |
152,743
+2,798
| +2% | +$59.1K | 0.99% | 44 |
|
|
2019
Q3 | $2.93M | Buy |
149,945
+2,920
| +2% | +$57.1K | 0.97% | 40 |
|
|
2019
Q2 | $2.56M | Buy |
147,025
+8,772
| +6% | +$153K | 0.74% | 52 |
|
|
2019
Q1 | $2.56M | Buy |
138,253
+52,782
| +62% | +$977K | 0.9% | 44 |
|
|
2018
Q4 | $1.37M | Buy |
85,471
+44,899
| +111% | +$722K | 0.63% | 48 |
|
|
2018
Q3 | $596K | Buy |
+40,572
| New | +$596K | 0.21% | 81 |
|