KWA
Kingswood Wealth Advisors’s Medical Properties Trust MPW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-13,695
| Closed | -$54.1K | – | 790 |
|
2024
Q4 | $54.1K | Buy |
+13,695
| New | +$54.1K | ﹤0.01% | 772 |
|
2024
Q3 | – | Sell |
-17,597
| Closed | -$75.8K | – | 720 |
|
2024
Q2 | $75.8K | Buy |
17,597
+7,281
| +71% | +$31.4K | 0.01% | 646 |
|
2024
Q1 | $48.5K | Sell |
10,316
-11,883
| -54% | -$55.9K | 0.01% | 608 |
|
2023
Q4 | $109K | Buy |
+22,199
| New | +$109K | 0.01% | 611 |
|