Asset Dedication LLC’s Presidio Property Trust SQFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-904
| Closed | -$29K | – | 1004 |
|
|
2022
Q2 | $29K | Hold |
904
| – | – | ﹤0.01% | 257 |
|
|
2022
Q1 | $34K | Hold |
904
| – | – | ﹤0.01% | 478 |
|
|
2021
Q4 | $35K | Hold |
904
| – | – | ﹤0.01% | 465 |
|
|
2021
Q3 | $34K | Hold |
904
| – | – | ﹤0.01% | 485 |
|
|
2021
Q2 | $36K | Buy |
+904
| New | +$36K | 0.01% | 445 |
|