Sheets Smith Wealth Management’s Medalist Diversified REIT MDRR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-965
| Closed | -$12.9K | – | 338 |
|
|
2023
Q1 | $12.9K | Hold |
965
| – | – | ﹤0.01% | 315 |
|
|
2022
Q4 | $10.8K | Hold |
965
| – | – | ﹤0.01% | 309 |
|
|
2022
Q3 | $13K | Hold |
965
| – | – | ﹤0.01% | 300 |
|
|
2022
Q2 | $13K | Hold |
965
| – | – | ﹤0.01% | 303 |
|
|
2022
Q1 | $16K | Hold |
965
| – | – | ﹤0.01% | 352 |
|
|
2021
Q4 | $19K | Hold |
965
| – | – | ﹤0.01% | 372 |
|
|
2021
Q3 | $19K | Hold |
965
| – | – | ﹤0.01% | 364 |
|
|
2021
Q2 | $21K | Hold |
965
| – | – | ﹤0.01% | 358 |
|
|
2021
Q1 | $31K | Hold |
965
| – | – | ﹤0.01% | 330 |
|
|
2020
Q4 | $34K | Hold |
965
| – | – | 0.01% | 332 |
|
|
2020
Q3 | $19K | Hold |
965
| – | – | ﹤0.01% | 295 |
|
|
2020
Q2 | $28K | Buy |
+965
| New | +$28K | 0.01% | 257 |
|