Affinity Investment Advisors’s Piedmont Realty Trust PDM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-27,721
Closed -$197K 171
2023
Q4
$197K Sell
27,721
-20,990
-43% -$127K 0.13% 174
2023
Q3
$274K Hold
48,711
0.18% 164
2023
Q2
$354K Sell
48,711
-14,116
-22% -$94K 0.21% 157
2023
Q1
$459K Hold
62,827
0.25% 145
2022
Q4
$576K Buy
62,827
+8,579
+16% +$84.7K 0.27% 131
2022
Q3
$573K Buy
54,248
+127
+0.2% +$1.59K 0.3% 123
2022
Q2
$710K Hold
54,121
0.35% 98
2022
Q1
$932K Buy
54,121
+46
+0.1% +$808 0.38% 94
2021
Q4
$994K Buy
54,075
+9,884
+22% +$181K 0.4% 90
2021
Q3
$770K Buy
44,191
+72
+0.2% +$1.31K 0.35% 110
2021
Q2
$815K Buy
44,119
+8,720
+25% +$162K 0.37% 100
2021
Q1
$615K Buy
35,399
+133
+0.4% +$2.24K 0.23% 123
2020
Q4
$572K Buy
35,266
+4,752
+16% +$70K 0.23% 113
2020
Q3
$414K Hold
30,514
0.18% 114
2020
Q2
$507K Buy
30,514
+108
+0.4% +$1.8K 0.24% 107
2020
Q1
$537K Buy
30,406
+10,630
+54% +$229K 0.27% 75
2019
Q4
$440K Hold
19,776
0.16% 107
2019
Q3
$413K Buy
19,776
+167
+0.9% +$3.37K 0.13% 99
2019
Q2
$391K Buy
19,609
+14
+0.1% +$289 0.11% 112
2019
Q1
$409K Buy
+19,595
New +$386K 0.08% 102

Other funds holding PDM