Valley Wealth Managers’s Medical Properties Trust MPW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 342 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$3 | – | 371 |
|
|
2023
Q3 | $3 | Sell |
1
-245,485
| -100% | -$736K | ﹤0.01% | 369 |
|
|
2023
Q2 | $2.27M | Sell |
245,486
-5,558
| -2% | -$51.5K | 0.2% | 91 |
|
|
2023
Q1 | $2.06M | Buy |
251,044
+6,889
| +3% | +$56.6K | 0.19% | 94 |
|
|
2022
Q4 | $2.72M | Sell |
244,155
-183,783
| -43% | -$2.05M | 0.25% | 88 |
|
|
2022
Q3 | $5.08M | Buy |
427,938
+221,867
| +108% | +$2.63M | 0.51% | 46 |
|
|
2022
Q2 | $3.15M | Buy |
206,071
+18,226
| +10% | +$278K | 0.29% | 84 |
|
|
2022
Q1 | $3.97M | Buy |
187,845
+13,103
| +7% | +$277K | 0.33% | 79 |
|
|
2021
Q4 | $4.13M | Buy |
174,742
+2,315
| +1% | +$54.7K | 0.33% | 69 |
|
|
2021
Q3 | $3.46M | Buy |
172,427
+3,336
| +2% | +$67K | 0.3% | 81 |
|
|
2021
Q2 | $3.4M | Buy |
169,091
+18,775
| +12% | +$377K | 0.29% | 86 |
|
|
2021
Q1 | $3.2M | Buy |
150,316
+13,040
| +9% | +$278K | 0.29% | 81 |
|
|
2020
Q4 | $2.99M | Buy |
137,276
+3,506
| +3% | +$76.4K | 0.29% | 65 |
|
|
2020
Q3 | $2.36M | Sell |
133,770
-10,250
| -7% | -$181K | 0.26% | 77 |
|
|
2020
Q2 | $2.71M | Buy |
144,020
+1,630
| +1% | +$30.6K | 0.3% | 65 |
|
|
2020
Q1 | $2.46M | Sell |
142,390
-1,000
| -0.7% | -$17.3K | 0.32% | 64 |
|
|
2019
Q4 | $3.03M | Buy |
143,390
+15,015
| +12% | +$317K | 0.3% | 61 |
|
|
2019
Q3 | $2.51M | Buy |
+128,375
| New | +$2.51M | 0.27% | 63 |
|