Aries Wealth Management’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,925
| Closed | -$381K | – | 214 |
|
2024
Q1 | $381K | Sell |
2,925
-452
| -13% | -$58.9K | 0.12% | 141 |
|
2023
Q4 | $450K | Buy |
3,377
+31
| +0.9% | +$4.13K | 0.16% | 129 |
|
2023
Q3 | $371K | Buy |
3,346
+170
| +5% | +$18.9K | 0.15% | 129 |
|
2023
Q2 | $389K | Hold |
3,176
| – | – | 0.15% | 131 |
|
2023
Q1 | $396K | Buy |
3,176
+100
| +3% | +$12.5K | 0.16% | 129 |
|
2022
Q4 | $347K | Buy |
3,076
+275
| +10% | +$31K | 0.15% | 131 |
|
2022
Q3 | $310K | Buy |
2,801
+470
| +20% | +$52K | 0.14% | 137 |
|
2022
Q2 | $274K | Buy |
+2,331
| New | +$274K | 0.12% | 134 |
|
2022
Q1 | – | Sell |
-1,263
| Closed | -$213K | – | 182 |
|
2021
Q4 | $213K | Buy |
+1,263
| New | +$213K | 0.08% | 178 |
|