Atria Wealth Solutions’s Presidio Property Trust SQFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,955
| Closed | -$57.1K | – | 2057 |
|
|
2024
Q3 | $57.1K | Sell |
7,955
-10,652
| -57% | -$76.5K | ﹤0.01% | 1866 |
|
|
2024
Q2 | $130K | Sell |
18,607
-2,396
| -11% | -$16.7K | ﹤0.01% | 1807 |
|
|
2024
Q1 | $256K | Sell |
21,003
-4,738
| -18% | -$57.8K | ﹤0.01% | 1655 |
|
|
2023
Q4 | $265K | Sell |
25,741
-570
| -2% | -$5.87K | ﹤0.01% | 1572 |
|
|
2023
Q3 | $209K | Buy |
26,311
+532
| +2% | +$4.24K | ﹤0.01% | 1662 |
|
|
2023
Q2 | $233K | Sell |
25,779
-5,692
| -18% | -$51.4K | ﹤0.01% | 1597 |
|
|
2023
Q1 | $325K | Sell |
31,471
-12,098
| -28% | -$125K | ﹤0.01% | 1364 |
|
|
2022
Q4 | $414K | Buy |
43,569
+2,454
| +6% | +$23.3K | 0.01% | 1176 |
|
|
2022
Q3 | $514K | Buy |
41,115
+2,008
| +5% | +$25.1K | 0.01% | 1003 |
|
|
2022
Q2 | $1.25M | Buy |
39,107
+4,981
| +15% | +$159K | 0.02% | 592 |
|
|
2022
Q1 | $1.27M | Buy |
+34,126
| New | +$1.27M | 0.02% | 631 |
|