Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,000
| Closed | -$128K | – | 1216 |
|
|
2021
Q1 | $128K | Sell |
6,000
-100
| -2% | -$2.13K | 0.01% | 532 |
|
|
2020
Q4 | $133K | Buy |
6,100
+100
| +2% | +$2.18K | 0.01% | 491 |
|
|
2020
Q3 | $106K | Sell |
6,000
-9
| -0.1% | -$159 | 0.01% | 453 |
|
|
2020
Q2 | $113K | Buy |
+6,009
| New | +$113K | 0.01% | 458 |
|
|
2020
Q1 | – | Sell |
-4,510
| Closed | -$95K | – | 1816 |
|
|
2019
Q4 | $95K | Buy |
4,510
+55
| +1% | +$1.16K | 0.01% | 471 |
|
|
2019
Q3 | $87K | Buy |
4,455
+55
| +1% | +$1.07K | 0.01% | 465 |
|
|
2019
Q2 | $77K | Buy |
4,400
+4,100
| +1,367% | +$71.8K | 0.01% | 486 |
|
|
2019
Q1 | $6K | Sell |
300
-4,000
| -93% | -$80K | ﹤0.01% | 1096 |
|
|
2018
Q4 | $69K | Sell |
4,300
-4,600
| -52% | -$73.8K | 0.01% | 443 |
|
|
2018
Q3 | $132K | Hold |
8,900
| – | – | 0.02% | 347 |
|
|
2018
Q2 | $128K | Sell |
8,900
-3,700
| -29% | -$53.2K | 0.02% | 359 |
|
|
2018
Q1 | $164K | Sell |
12,600
-678
| -5% | -$8.83K | 0.03% | 275 |
|
|
2017
Q4 | $183K | Sell |
13,278
-2,684
| -17% | -$37K | 0.03% | 249 |
|
|
2017
Q3 | $210K | Buy |
+15,962
| New | +$210K | 0.05% | 195 |
|