Accel Wealth Management’s Piedmont Realty Trust, Inc. PDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,636
| Closed | -$84.4K | – | 270 |
|
|
2024
Q2 | $84.4K | Hold |
11,636
| – | – | 0.03% | 239 |
|
|
2024
Q1 | $81.8K | Hold |
11,636
| – | – | 0.03% | 224 |
|
|
2023
Q4 | $82.7K | Hold |
11,636
| – | – | 0.04% | 191 |
|
|
2023
Q3 | $65.4K | Buy |
+11,636
| New | +$65.4K | 0.04% | 166 |
|
|
2023
Q2 | – | Sell |
-8,636
| Closed | -$63K | – | 658 |
|
|
2023
Q1 | $63K | Buy |
8,636
+315
| +4% | +$2.3K | 0.03% | 426 |
|
|
2022
Q4 | $76.3K | Hold |
8,321
| – | – | 0.04% | 282 |
|
|
2022
Q3 | $91K | Buy |
8,321
+104
| +1% | +$1.14K | 0.05% | 263 |
|
|
2022
Q2 | $106K | Buy |
8,217
+93
| +1% | +$1.2K | 0.06% | 226 |
|
|
2022
Q1 | $141K | Sell |
8,124
-1,755
| -18% | -$30.5K | 0.07% | 204 |
|
|
2021
Q4 | $182K | Sell |
9,879
-500
| -5% | -$9.21K | 0.09% | 178 |
|
|
2021
Q3 | $181K | Buy |
10,379
+67
| +0.6% | +$1.17K | 0.12% | 147 |
|
|
2021
Q2 | $190K | Sell |
10,312
-139
| -1% | -$2.56K | 0.13% | 157 |
|
|
2021
Q1 | $182K | Buy |
10,451
+135
| +1% | +$2.35K | 0.15% | 146 |
|
|
2020
Q4 | $167K | Buy |
+10,316
| New | +$167K | 0.16% | 140 |
|