PWAG
Polaris Wealth Advisory Group’s Medical Properties Trust MPW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,330,453
| Closed | -$25.7M | – | 174 |
|
|
2020
Q2 | $25.7M | Buy |
+1,330,453
| New | +$25.7M | 2.03% | 12 |
|
|
2020
Q1 | – | Sell |
-1,503,525
| Closed | -$33.4M | – | 159 |
|
|
2019
Q4 | $33.4M | Buy |
1,503,525
+151,619
| +11% | +$3.37M | 2.23% | 10 |
|
|
2019
Q3 | $25.9M | Buy |
1,351,906
+49,240
| +4% | +$943K | 2.11% | 18 |
|
|
2019
Q2 | $22.7M | Buy |
1,302,666
+27,380
| +2% | +$478K | 1.72% | 30 |
|
|
2019
Q1 | $23.9M | Buy |
+1,275,286
| New | +$23.9M | 1.79% | 23 |
|