Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 23 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. | 14,126.99 | reported | 31 Dec 2025 | tx 39+14,126.95 |
| FT 5969 | 153.64 | reported | 25 Feb 2022 | tx 4+153.64 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Dec 2025 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 1,042.39 | 14.39 USD | |
| 30 Sept 2025 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 1,024.59 | 14.64 USD | |
| 30 Jun 2025 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 1,065.34 | 14.08 USD | |
| 31 Mar 2025 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 934.58 | 16.05 USD | |
| 31 Dec 2024 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 672.04 | 14.88 USD | |
| 30 Sept 2024 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 595.24 | 16.80 USD | |
| 28 Jun 2024 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 707.21 | 14.14 USD | |
| 28 Mar 2024 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 595.59 | 16.79 USD | |
| 29 Dec 2023 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 838.93 | 14.90 USD | |
| 29 Sept 2023 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 748.95 | 16.69 USD | |
| 25 Sept 2023 | PURCHASE | MODIV INDUSTRIAL, INC. | 39.91 | 14.03 USD | |
| 25 Aug 2023 | PURCHASE | MODIV INDUSTRIAL, INC. | 46.63 | 11.90 USD | |
| 25 Jul 2023 | PURCHASE | MODIV INDUSTRIAL, INC. | 40.34 | 13.67 USD | |
| 30 Jun 2023 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 833.33 | 15.00 USD | |
| 26 Jun 2023 | PURCHASE | MODIV INDUSTRIAL, INC. | 35.7 | 13.12 USD | |
| 25 May 2023 | PURCHASE | MODIV INDUSTRIAL, INC. | 33.56 | 13.86 USD | |
| 25 Apr 2023 | PURCHASE | MODIV INDUSTRIAL, INC. | 43.99 | 10.47 USD | |
| 31 Mar 2023 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 1,175.92 | 10.63 USD | |
| 24 Mar 2023 | PURCHASE | MODIV INDUSTRIAL, INC. | 32.42 | 10.65 USD | |
| 24 Feb 2023 | PURCHASE | MODIV INDUSTRIAL, INC. | 29.57 | 11.58 USD | |
| 25 Jan 2023 | PURCHASE | MODIV INDUSTRIAL, INC. | 28.98 | 11.73 USD | |
| 30 Dec 2022 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 1,041.67 | 12.00 USD | |
| 23 Dec 2022 | PURCHASE | MODIV INDUSTRIAL, INC. | 20.26 | 11.77 USD | |
| 23 Nov 2022 | PURCHASE | MODIV INDUSTRIAL, INC. | 21.91 | 10.79 USD | |
| 25 Oct 2022 | PURCHASE | MODIV INDUSTRIAL, INC. | 23.37 | 10.01 USD |