Summit Trail 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Sell |
30,058
-13,955
| -32% | -$61.4K | ﹤0.01% | 1080 |
|
|
2025
Q1 | $269K | Buy |
44,013
+18,452
| +72% | +$113K | 0.01% | 338 |
|
|
2024
Q4 | $103K | Sell |
25,561
-50
| -0.2% | -$202 | ﹤0.01% | 381 |
|
|
2024
Q3 | $152K | Buy |
+25,611
| New | +$152K | ﹤0.01% | 686 |
|
|
2024
Q2 | – | Sell |
-13,409
| Closed | -$63K | – | 644 |
|
|
2024
Q1 | $63K | Buy |
13,409
+1,861
| +16% | +$8.75K | ﹤0.01% | 592 |
|
|
2023
Q4 | $58.6K | Sell |
11,548
-3,238
| -22% | -$16.4K | ﹤0.01% | 543 |
|
|
2023
Q3 | $83.3K | Sell |
14,786
-3,532
| -19% | -$19.9K | ﹤0.01% | 529 |
|
|
2023
Q2 | $174K | Buy |
+18,318
| New | +$174K | 0.01% | 501 |
|
|
2022
Q1 | – | Sell |
-8,349
| Closed | -$200K | – | 358 |
|
|
2021
Q4 | $200K | Buy |
+8,349
| New | +$200K | 0.01% | 277 |
|
|
2018
Q4 | – | Sell |
-13,843
| Closed | -$210K | – | 185 |
|
|
2018
Q3 | $210K | Buy |
13,843
+146
| +1% | +$2.22K | 0.05% | 184 |
|
|
2018
Q2 | $196K | Buy |
+13,697
| New | +$196K | 0.07% | 144 |
|
|
2018
Q1 | – | Sell |
-6,890
| Closed | -$93K | – | 1200 |
|
|
2017
Q4 | $93K | Buy |
+6,890
| New | +$93K | 0.01% | 650 |
|