Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 60 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| MODIV INDUSTRIAL, INC. | 128,478.25 | reported | 13 Feb 2026 | tx 144+2,601,910.33−1,005,541.5 |
| FT 5969 | 8,714.79 | reported | 25 Feb 2022 | tx 4+133.58 |
| Campus Crest Communities, Inc. | 0 | reported | 02 Mar 2016 | tx 9+216,250−166,250 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 Feb 2026 | OTHER | MODIV INDUSTRIAL, INC. | 895.87 | 14.24 USD | |
| 15 Jan 2026 | OTHER | MODIV INDUSTRIAL, INC. | 901.6 | 13.70 USD | |
| 15 Dec 2025 | OTHER | MODIV INDUSTRIAL, INC. | 881.57 | 13.91 USD | |
| 14 Nov 2025 | OTHER | MODIV INDUSTRIAL, INC. | 880.43 | 13.83 USD | |
| 15 Oct 2025 | OTHER | MODIV INDUSTRIAL, INC. | 889.96 | 13.59 USD | |
| 15 Sept 2025 | OTHER | MODIV INDUSTRIAL, INC. | 847.88 | 14.16 USD | |
| 15 Aug 2025 | OTHER | MODIV INDUSTRIAL, INC. | 833.12 | 14.32 USD | |
| 15 Jul 2025 | OTHER | MODIV INDUSTRIAL, INC. | 847.01 | 13.99 USD | |
| 27 Jun 2025 | PURCHASE | MODIV INDUSTRIAL, INC. | 500 | 14.10 USD | |
| 26 Jun 2025 | PURCHASE | MODIV INDUSTRIAL, INC. | 129 | 14.10 USD | |
| 16 Jun 2025 | OTHER | MODIV INDUSTRIAL, INC. | 828.41 | 13.76 USD | |
| 13 Jun 2025 | PURCHASE | MODIV INDUSTRIAL, INC. | 43 | 14.09 USD | |
| 03 Jun 2025 | PURCHASE | MODIV INDUSTRIAL, INC. | 3,121 | 14.10 USD | |
| 15 May 2025 | OTHER | MODIV INDUSTRIAL, INC. | 796.23 | 13.89 USD | |
| 14 May 2025 | PURCHASE | MODIV INDUSTRIAL, INC. | 671 | 14.27 USD | |
| 08 May 2025 | PURCHASE | MODIV INDUSTRIAL, INC. | 250 | 14.40 USD | |
| 08 May 2025 | PURCHASE | MODIV INDUSTRIAL, INC. | 1,750 | 14.49 USD | first after silence |
| 25 Apr 2025 | OTHER | MODIV INDUSTRIAL, INC. | 731.21 | 15.02 USD | |
| 25 Mar 2025 | OTHER | MODIV INDUSTRIAL, INC. | 729.88 | 14.59 USD | |
| 25 Feb 2025 | OTHER | MODIV INDUSTRIAL, INC. | 771.12 | 14.06 USD | |
| 03 Feb 2025 | GIFT | MODIV INDUSTRIAL, INC. | 546,542.5 | 0.00 USD | deriv |
| 03 Feb 2025 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 546,542.5 | 0.00 USD | deriv |
| 03 Feb 2025 | GIFT | MODIV INDUSTRIAL, INC. | 546,542.5 | 0.00 USD | deriv |
| 27 Jan 2025 | OTHER | MODIV INDUSTRIAL, INC. | 743.88 | 14.23 USD | |
| 24 Dec 2024 | OTHER | MODIV INDUSTRIAL, INC. | 710 | 14.81 USD |
3 purchases reported after at least 12 months of silence — most recent on 08 May 2025.