Allworth Financial’s Plymouth Industrial REIT PLYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.83K | Buy |
425
+89
| +26% | +$1.43K | ﹤0.01% | 3086 |
|
|
2025
Q1 | $4.91K | Buy |
336
+198
| +143% | +$2.89K | ﹤0.01% | 2762 |
|
|
2024
Q4 | $2.31K | Buy |
138
+32
| +30% | +$536 | ﹤0.01% | 3102 |
|
|
2024
Q3 | $2.4K | Hold |
106
| – | – | ﹤0.01% | 2889 |
|
|
2024
Q2 | $2.54K | Hold |
106
| – | – | ﹤0.01% | 2814 |
|
|
2024
Q1 | $2.39K | Hold |
106
| – | – | ﹤0.01% | 2745 |
|
|
2023
Q4 | $2.55K | Hold |
106
| – | – | ﹤0.01% | 2566 |
|
|
2023
Q3 | $2.22K | Hold |
106
| – | – | ﹤0.01% | 2495 |
|
|
2023
Q2 | $2.44K | Hold |
106
| – | – | ﹤0.01% | 2403 |
|
|
2023
Q1 | $2.23K | Hold |
106
| – | – | ﹤0.01% | 2366 |
|
|
2022
Q4 | $2.03K | Sell |
106
-619
| -85% | -$11.9K | ﹤0.01% | 2238 |
|
|
2022
Q3 | $12K | Buy |
+725
| New | +$12K | ﹤0.01% | 1567 |
|