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 |
|---|---|---|---|---|
| MODIV INDUSTRIAL, INC. | 17,320.41 | reported | 13 Feb 2026 | tx 68+17,320.38 |
| FT 5969 | 153.64 | reported | 25 Feb 2022 | tx 4+153.64 |
| Cole Credit Property Trust III, Inc. | 0 | reported | 07 Feb 2014 | tx 2+67,086−67,086 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 Feb 2026 | OTHER | MODIV INDUSTRIAL, INC. | 120.77 | 14.24 USD | |
| 15 Jan 2026 | OTHER | MODIV INDUSTRIAL, INC. | 121.55 | 13.70 USD | |
| 31 Dec 2025 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 1,042.39 | 14.39 USD | |
| 15 Dec 2025 | OTHER | MODIV INDUSTRIAL, INC. | 111.59 | 13.91 USD | |
| 14 Nov 2025 | OTHER | MODIV INDUSTRIAL, INC. | 111.45 | 13.83 USD | |
| 15 Oct 2025 | OTHER | MODIV INDUSTRIAL, INC. | 112.65 | 13.59 USD | |
| 30 Sept 2025 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 1,024.59 | 14.64 USD | |
| 15 Sept 2025 | OTHER | MODIV INDUSTRIAL, INC. | 100.32 | 14.16 USD | |
| 15 Aug 2025 | OTHER | MODIV INDUSTRIAL, INC. | 98.58 | 14.27 USD | |
| 15 Jul 2025 | OTHER | MODIV INDUSTRIAL, INC. | 100.22 | 13.94 USD | |
| 30 Jun 2025 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 1,065.34 | 14.08 USD | |
| 16 Jun 2025 | OTHER | MODIV INDUSTRIAL, INC. | 93.68 | 13.71 USD | |
| 15 May 2025 | OTHER | MODIV INDUSTRIAL, INC. | 92.14 | 13.84 USD | |
| 25 Apr 2025 | OTHER | MODIV INDUSTRIAL, INC. | 84.62 | 14.97 USD | |
| 31 Mar 2025 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 934.58 | 16.05 USD | |
| 25 Mar 2025 | OTHER | MODIV INDUSTRIAL, INC. | 78.41 | 14.90 USD | |
| 25 Feb 2025 | OTHER | MODIV INDUSTRIAL, INC. | 82.85 | 14.01 USD | |
| 27 Jan 2025 | OTHER | MODIV INDUSTRIAL, INC. | 79.92 | 14.18 USD | |
| 31 Dec 2024 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 1,176.08 | 14.88 USD | |
| 24 Dec 2024 | OTHER | MODIV INDUSTRIAL, INC. | 68.72 | 14.76 USD | |
| 25 Nov 2024 | OTHER | MODIV INDUSTRIAL, INC. | 64.45 | 15.65 USD | |
| 25 Oct 2024 | OTHER | MODIV INDUSTRIAL, INC. | 60.27 | 16.64 USD | |
| 30 Sept 2024 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 744.05 | 16.80 USD | |
| 25 Sept 2024 | OTHER | MODIV INDUSTRIAL, INC. | 57.72 | 16.04 USD | |
| 26 Aug 2024 | OTHER | MODIV INDUSTRIAL, INC. | 62.33 | 14.76 USD |