Nisa Investment Advisors’s Medalist Diversified REIT MDRR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $806 | Hold |
75
| – | – | ﹤0.01% | 2778 |
|
|
2025
Q1 | $926 | Hold |
75
| – | – | ﹤0.01% | 2654 |
|
|
2024
Q4 | $945 | Hold |
75
| – | – | ﹤0.01% | 2696 |
|
|
2024
Q3 | $926 | Buy |
+75
| New | +$926 | ﹤0.01% | 2596 |
|
|
2024
Q2 | – | Sell |
-75
| Closed | -$866 | – | 2961 |
|
|
2024
Q1 | $866 | Hold |
75
| – | – | ﹤0.01% | 2392 |
|
|
2023
Q4 | $761 | Hold |
75
| – | – | ﹤0.01% | 2322 |
|
|
2023
Q3 | $794 | Hold |
75
| – | – | ﹤0.01% | 2430 |
|
|
2023
Q2 | $758 | Hold |
75
| – | – | ﹤0.01% | 2471 |
|
|
2023
Q1 | $1K | Sell |
75
-21
| -22% | -$280 | ﹤0.01% | 2418 |
|
|
2022
Q4 | $1K | Hold |
96
| – | – | ﹤0.01% | 2465 |
|
|
2022
Q3 | $1K | Hold |
96
| – | – | ﹤0.01% | 2462 |
|
|
2022
Q2 | $1K | Hold |
96
| – | – | ﹤0.01% | 2361 |
|
|
2022
Q1 | $2K | Hold |
96
| – | – | ﹤0.01% | 2343 |
|
|
2021
Q4 | $2K | Hold |
96
| – | – | ﹤0.01% | 2126 |
|
|
2021
Q3 | $2 | Hold |
96
| – | – | ﹤0.01% | 2292 |
|
|
2021
Q2 | $2 | Hold |
96
| – | – | ﹤0.01% | 2304 |
|
|
2021
Q1 | $3 | Hold |
96
| – | – | ﹤0.01% | 2276 |
|
|
2020
Q4 | $3K | Hold |
96
| – | – | ﹤0.01% | 2279 |
|
|
2020
Q3 | $2K | Hold |
96
| – | – | ﹤0.01% | 2235 |
|
|
2020
Q2 | $3K | Buy |
96
+25
| +35% | +$781 | ﹤0.01% | 2038 |
|
|
2020
Q1 | $2K | Buy |
71
+22
| +45% | +$620 | ﹤0.01% | 2043 |
|
|
2019
Q4 | $3K | Buy |
49
+13
| +36% | +$796 | ﹤0.01% | 1974 |
|
|
2019
Q3 | $2K | Buy |
36
+23
| +177% | +$1.28K | ﹤0.01% | 1981 |
|
|
2019
Q2 | $1K | Buy |
13
+6
| +86% | +$462 | ﹤0.01% | 2005 |
|
|
2019
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 2018 |
|