Avantax Advisory Services’s Presidio Property Trust SQFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,114
| Closed | -$11.5K | – | 1572 |
|
|
2023
Q1 | $11.5K | Sell |
1,114
-264
| -19% | -$2.72K | ﹤0.01% | 1476 |
|
|
2022
Q4 | $13.1K | Sell |
1,378
-1,079
| -44% | -$10.3K | ﹤0.01% | 1406 |
|
|
2022
Q3 | $31K | Sell |
2,457
-89
| -3% | -$1.12K | ﹤0.01% | 1309 |
|
|
2022
Q2 | $81K | Sell |
2,546
-156
| -6% | -$4.96K | ﹤0.01% | 1260 |
|
|
2022
Q1 | $100K | Sell |
2,702
-173
| -6% | -$6.4K | ﹤0.01% | 1239 |
|
|
2021
Q4 | $112K | Sell |
2,875
-221
| -7% | -$8.61K | ﹤0.01% | 1211 |
|
|
2021
Q3 | $117K | Buy |
3,096
+189
| +7% | +$7.14K | ﹤0.01% | 1140 |
|
|
2021
Q2 | $114K | Buy |
2,907
+829
| +40% | +$32.5K | ﹤0.01% | 1110 |
|
|
2021
Q1 | $77K | Buy |
+2,078
| New | +$77K | ﹤0.01% | 1009 |
|