Keudell/Morrison 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
Q3 | – | Sell |
-27,980
| Closed | -$259K | – | 184 |
|
|
2023
Q2 | $259K | Sell |
27,980
-8,800
| -24% | -$81.5K | 0.07% | 160 |
|
|
2023
Q1 | $302K | Sell |
36,780
-194
| -0.5% | -$1.6K | 0.09% | 144 |
|
|
2022
Q4 | $412K | Sell |
36,974
-16,375
| -31% | -$182K | 0.13% | 104 |
|
|
2022
Q3 | $633K | Sell |
53,349
-261
| -0.5% | -$3.1K | 0.24% | 84 |
|
|
2022
Q2 | $819K | Sell |
53,610
-30,222
| -36% | -$462K | 0.3% | 71 |
|
|
2022
Q1 | $1.77M | Buy |
83,832
+5,650
| +7% | +$119K | 0.74% | 28 |
|
|
2021
Q4 | $1.85M | Buy |
78,182
+4,531
| +6% | +$107K | 0.73% | 29 |
|
|
2021
Q3 | $1.48M | Buy |
73,651
+10,060
| +16% | +$202K | 0.63% | 38 |
|
|
2021
Q2 | $1.28M | Buy |
63,591
+10,611
| +20% | +$213K | 0.7% | 45 |
|
|
2021
Q1 | $1.13M | Buy |
52,980
+3,000
| +6% | +$63.8K | 0.65% | 49 |
|
|
2020
Q4 | $1.09M | Buy |
49,980
+2,875
| +6% | +$62.6K | 0.69% | 45 |
|
|
2020
Q3 | $830K | Buy |
47,105
+9,559
| +25% | +$168K | 0.53% | 59 |
|
|
2020
Q2 | $706K | Buy |
+37,546
| New | +$706K | 0.58% | 60 |
|