AWA
PLYM

Arete Wealth Advisors’s Plymouth Industrial REIT PLYM Stock Holding History

Arete Wealth Advisors’s Portfolio PLYM Stock Details PLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14,300
Closed -$300K – 731
2023
Q1 		$300K Sell
14,300
-21,140
-60% -$443K 0.02% 472
2022
Q4 		$680M Buy
+35,440
New +$680M 0.06% 269