Iron Horse Wealth Management’s Modiv Industrial MDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $781 | Buy |
56
+2
| +4% | +$28 | ﹤0.01% | 535 |
|
|
2025
Q1 | $874 | Buy |
54
+1
| +2% | +$16 | ﹤0.01% | 522 |
|
|
2024
Q4 | $795 | Hold |
53
| – | – | ﹤0.01% | 450 |
|
|
2024
Q3 | $882 | Buy |
53
+1
| +2% | +$17 | ﹤0.01% | 446 |
|
|
2024
Q2 | $729 | Buy |
52
+1
| +2% | +$14 | ﹤0.01% | 432 |
|
|
2024
Q1 | $850 | Buy |
51
+1
| +2% | +$17 | ﹤0.01% | 417 |
|
|
2023
Q4 | $681 | Buy |
50
+12
| +32% | +$163 | ﹤0.01% | 444 |
|
|
2023
Q3 | $584 | Buy |
+38
| New | +$584 | ﹤0.01% | 461 |
|