United Capital Financial Advisors’s Medalist Diversified REIT MDRR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$13K | – | 1127 |
|
|
2022
Q2 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 1111 |
|
|
2022
Q1 | $17K | Buy |
1,000
+187
| +23% | +$3.18K | ﹤0.01% | 1147 |
|
|
2021
Q4 | $16K | Buy |
813
+125
| +18% | +$2.46K | ﹤0.01% | 1191 |
|
|
2021
Q3 | $14K | Hold |
688
| – | – | ﹤0.01% | 1190 |
|
|
2021
Q2 | $15K | Hold |
688
| – | – | ﹤0.01% | 1207 |
|
|
2021
Q1 | $22K | Buy |
688
+63
| +10% | +$2.02K | ﹤0.01% | 1173 |
|
|
2020
Q4 | $22K | Hold |
625
| – | – | ﹤0.01% | 1175 |
|
|
2020
Q3 | $12K | Hold |
625
| – | – | ﹤0.01% | 1144 |
|
|
2020
Q2 | $18K | Hold |
625
| – | – | ﹤0.01% | 1173 |
|
|
2020
Q1 | $17K | Hold |
625
| – | – | ﹤0.01% | 1163 |
|
|
2019
Q4 | $35K | Buy |
+625
| New | +$35K | ﹤0.01% | 1330 |
|