Kelleher Financial 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-12,540
| Closed | -$140K | – | 112 |
|
2022
Q4 | $140K | Buy |
12,540
+102
| +0.8% | +$1.14K | 0.11% | 92 |
|
2022
Q3 | $147K | Sell |
12,438
-1,741
| -12% | -$20.6K | 0.11% | 100 |
|
2022
Q2 | $216K | Buy |
+14,179
| New | +$216K | 0.1% | 122 |
|
2022
Q1 | – | Sell |
-14,134
| Closed | -$333K | – | 122 |
|
2021
Q4 | $333K | Buy |
+14,134
| New | +$333K | 0.18% | 89 |
|