LPL Financial’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
$364K Buy
25,870
+50
+0.2% +$704 ﹤0.01% 4539
2025
Q1
$414K Buy
25,820
+7,050
+38% +$113K ﹤0.01% 4258
2024
Q4
$279K Buy
18,770
+131
+0.7% +$1.95K ﹤0.01% 4493
2024
Q3
$313K Buy
+18,639
New +$313K ﹤0.01% 4308