Jeppson Wealth Management’s Medical Properties Trust MPW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-17,188
| Closed | -$93.7K | – | 207 |
|
|
2023
Q3 | $93.7K | Sell |
17,188
-19,507
| -53% | -$106K | 0.04% | 180 |
|
|
2023
Q2 | $340K | Buy |
36,695
+505
| +1% | +$4.68K | 0.15% | 142 |
|
|
2023
Q1 | $297K | Buy |
36,190
+644
| +2% | +$5.29K | 0.13% | 147 |
|
|
2022
Q4 | $396K | Buy |
35,546
+18,336
| +107% | +$204K | 0.17% | 122 |
|
|
2022
Q3 | $204K | Sell |
17,210
-1,175
| -6% | -$13.9K | 0.09% | 179 |
|
|
2022
Q2 | $281K | Buy |
+18,385
| New | +$281K | 0.12% | 146 |
|