WMG Financial Advisors’s Global Medical REIT GMRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,350
| Closed | -$148K | – | 148 |
|
|
2023
Q4 | $148K | Buy |
13,350
+600
| +5% | +$6.66K | 0.1% | 120 |
|
|
2023
Q3 | $114K | Sell |
12,750
-1,500
| -11% | -$13.5K | 0.1% | 97 |
|
|
2023
Q2 | $130K | Buy |
14,250
+3,000
| +27% | +$27.4K | 0.1% | 118 |
|
|
2023
Q1 | $102K | Sell |
11,250
-17,500
| -61% | -$159K | 0.08% | 115 |
|
|
2022
Q4 | $273K | Sell |
28,750
-2,000
| -7% | -$19K | 0.23% | 88 |
|
|
2022
Q3 | $267K | Hold |
30,750
| – | – | 0.24% | 89 |
|
|
2022
Q2 | $344K | Sell |
30,750
-500
| -2% | -$5.59K | 0.3% | 76 |
|
|
2022
Q1 | $506K | Hold |
31,250
| – | – | 0.37% | 68 |
|
|
2021
Q4 | $556K | Buy |
+31,250
| New | +$556K | 0.43% | 60 |
|