Regent Peak Wealth Advisors’s Medical Properties Trust MPW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,322
| Closed | -$125K | – | 189 |
|
|
2024
Q3 | $125K | Buy |
+21,322
| New | +$125K | 0.03% | 175 |
|
|
2024
Q2 | – | Sell |
-21,348
| Closed | -$100K | – | 174 |
|
|
2024
Q1 | $100K | Buy |
+21,348
| New | +$100K | 0.03% | 168 |
|
|
2021
Q1 | – | Sell |
-2
| Closed | – | – | 659 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1100 |
|