Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 29 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 |
|---|---|---|---|---|
| HRPT PROPERTIES TRUST | 38,670 | reported | 09 Feb 2021 | tx 37+489,671−207,936 |
| MODIV INDUSTRIAL, INC. | 23,005.7 | reported | 26 Aug 2024 | tx 90+35,447.42 |
| FT 5969 | 9,520.06 | reported | 25 Feb 2022 | tx 5+595.06 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Aug 2024 | OTHER | MODIV INDUSTRIAL, INC. | 127.49 | 16.40 USD | |
| 25 Jul 2024 | OTHER | MODIV INDUSTRIAL, INC. | 140.35 | 14.80 USD | |
| 28 Jun 2024 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 1,060.82 | 14.14 USD | |
| 25 Jun 2024 | OTHER | MODIV INDUSTRIAL, INC. | 144.26 | 14.30 USD | |
| 21 May 2024 | OTHER | MODIV INDUSTRIAL, INC. | 128.85 | 15.92 USD | |
| 25 Apr 2024 | OTHER | MODIV INDUSTRIAL, INC. | 124.13 | 14.96 USD | |
| 28 Mar 2024 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 893.39 | 16.79 USD | |
| 25 Mar 2024 | PURCHASE | MODIV INDUSTRIAL, INC. | 112.31 | 16.44 USD | |
| 27 Feb 2024 | PURCHASE | MODIV INDUSTRIAL, INC. | 125.39 | 14.63 USD | |
| 29 Dec 2023 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 1,006.71 | 14.90 USD | |
| 27 Nov 2023 | PURCHASE | MODIV INDUSTRIAL, INC. | 119.84 | 15.00 USD | |
| 25 Oct 2023 | PURCHASE | MODIV INDUSTRIAL, INC. | 123.2 | 14.49 USD | |
| 29 Sept 2023 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 898.74 | 16.69 USD | |
| 29 Sept 2023 | PURCHASE | MODIV INDUSTRIAL, INC. | 200 | 16.54 USD | |
| 25 Sept 2023 | PURCHASE | MODIV INDUSTRIAL, INC. | 120.36 | 14.03 USD | |
| 25 Aug 2023 | PURCHASE | MODIV INDUSTRIAL, INC. | 140.65 | 11.90 USD | |
| 25 Jul 2023 | PURCHASE | MODIV INDUSTRIAL, INC. | 121.68 | 13.67 USD | |
| 30 Jun 2023 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 1,000 | 15.00 USD | |
| 26 Jun 2023 | PURCHASE | MODIV INDUSTRIAL, INC. | 118.61 | 13.12 USD | |
| 25 May 2023 | PURCHASE | MODIV INDUSTRIAL, INC. | 111.48 | 13.86 USD | |
| 25 Apr 2023 | PURCHASE | MODIV INDUSTRIAL, INC. | 146.15 | 10.47 USD | |
| 31 Mar 2023 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 1,411.1 | 10.63 USD | |
| 24 Mar 2023 | PURCHASE | MODIV INDUSTRIAL, INC. | 129.89 | 10.65 USD | |
| 24 Feb 2023 | PURCHASE | MODIV INDUSTRIAL, INC. | 118.46 | 11.58 USD | |
| 25 Jan 2023 | PURCHASE | MODIV INDUSTRIAL, INC. | 116.09 | 11.73 USD |
1 purchase reported after at least 12 months of silence — most recent on 25 Apr 2019.