Arete Wealth Advisors’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $774K | Buy |
7,364
+573
| +8% | +$60.2K | 0.05% | 300 |
|
|
2025
Q1 | $759K | Buy |
6,791
+390
| +6% | +$43.6K | 0.06% | 292 |
|
|
2024
Q4 | $676K | Buy |
6,401
+600
| +10% | +$63.4K | 0.05% | 332 |
|
|
2024
Q3 | $727K | Sell |
5,801
-155
| -3% | -$19.4K | 0.06% | 279 |
|
|
2024
Q2 | $666K | Buy |
+5,956
| New | +$666K | 0.05% | 328 |
|
|
2024
Q1 | – | Sell |
-6,468
| Closed | -$862K | – | 637 |
|
|
2023
Q4 | $862K | Buy |
6,468
+303
| +5% | +$40.4K | 0.07% | 280 |
|
|
2023
Q3 | $692K | Buy |
6,165
+14
| +0.2% | +$1.57K | 0.12% | 186 |
|
|
2023
Q2 | $754K | Sell |
6,151
-781
| -11% | -$95.7K | 0.07% | 273 |
|
|
2023
Q1 | $865K | Buy |
6,932
+3,774
| +120% | +$471K | 0.07% | 237 |
|
|
2022
Q4 | $356M | Sell |
3,158
-9
| -0.3% | -$1.01M | 0.03% | 413 |
|
|
2022
Q3 | $322K | Sell |
3,167
-1,842
| -37% | -$187K | 0.03% | 389 |
|
|
2022
Q2 | $589K | Buy |
5,009
+339
| +7% | +$39.9K | 0.06% | 211 |
|
|
2022
Q1 | $754K | Buy |
4,670
+688
| +17% | +$111K | 0.06% | 220 |
|
|
2021
Q4 | $658K | Buy |
3,982
+596
| +18% | +$98.5K | 0.06% | 241 |
|
|
2021
Q3 | $425K | Buy |
3,386
+848
| +33% | +$106K | 0.05% | 279 |
|
|
2021
Q2 | $303K | Sell |
2,538
-123
| -5% | -$14.7K | 0.04% | 264 |
|
|
2021
Q1 | $282K | Buy |
2,661
+324
| +14% | +$34.3K | 0.04% | 331 |
|
|
2020
Q4 | $231K | Sell |
2,337
-116
| -5% | -$11.5K | 0.03% | 357 |
|
|
2020
Q3 | $256K | Buy |
+2,453
| New | +$256K | 0.04% | 313 |
|