UBS Group’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 | $65.7K | Buy |
6,293
+1,267
| +25% | +$13.2K | ﹤0.01% | 6283 |
|
2025
Q1 | $63K | Buy |
+5,026
| New | +$63K | ﹤0.01% | 6121 |
|
2024
Q4 | – | Sell |
-207
| Closed | -$2.49K | – | 8900 |
|
2024
Q3 | $2.49K | Buy |
+207
| New | +$2.49K | ﹤0.01% | 7203 |
|
2022
Q1 | – | Sell |
-1,396
| Closed | -$27K | – | 9425 |
|
2021
Q4 | $27K | Buy |
+1,396
| New | +$27K | ﹤0.01% | 6387 |
|
2021
Q3 | – | Sell |
-386
| Closed | -$8K | – | 8600 |
|
2021
Q2 | $8K | Buy |
386
+255
| +195% | +$5.29K | ﹤0.01% | 7142 |
|
2021
Q1 | $4K | Sell |
131
-35
| -21% | -$1.07K | ﹤0.01% | 7377 |
|
2020
Q4 | $6K | Buy |
166
+116
| +232% | +$4.19K | ﹤0.01% | 6733 |
|
2020
Q3 | $1K | Buy |
50
+16
| +47% | +$320 | ﹤0.01% | 6918 |
|
2020
Q2 | $1K | Sell |
34
-278
| -89% | -$8.18K | ﹤0.01% | 6917 |
|
2020
Q1 | $8K | Buy |
312
+292
| +1,460% | +$7.49K | ﹤0.01% | 6163 |
|
2019
Q4 | $1K | Sell |
20
-133
| -87% | -$6.65K | ﹤0.01% | 6878 |
|
2019
Q3 | $10K | Buy |
153
+82
| +115% | +$5.36K | ﹤0.01% | 6199 |
|
2019
Q2 | $5K | Sell |
71
-20
| -22% | -$1.41K | ﹤0.01% | 6499 |
|
2019
Q1 | $11K | Buy |
91
+41
| +82% | +$4.96K | ﹤0.01% | 5910 |
|
2018
Q4 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 6553 |
|