Jones Financial Companies’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	$21.3K	Buy	1,479 +836	+130%	+$12K	﹤0.01%	2567
2025 Q1	$10.1K	Buy	643 +387	+151%	+$6.1K	﹤0.01%	2697
2024 Q4	$3.81K	Buy	+256	New	+$3.81K	﹤0.01%	2835