Bailard’s Piedmont Realty Trust, Inc. PDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-30,305
| Closed | -$221K | – | 761 |
|
|
2023
Q1 | $221K | Buy |
+30,305
| New | +$221K | 0.01% | 614 |
|
|
2018
Q1 | – | Sell |
-11,100
| Closed | -$218K | – | 497 |
|
|
2017
Q4 | $218K | Hold |
11,100
| – | – | 0.01% | 414 |
|
|
2017
Q3 | $224K | Hold |
11,100
| – | – | 0.02% | 273 |
|
|
2017
Q2 | $234K | Hold |
11,100
| – | – | 0.02% | 257 |
|
|
2017
Q1 | $237K | Sell |
11,100
-10,000
| -47% | -$214K | 0.02% | 268 |
|
|
2016
Q4 | $441K | Buy |
21,100
+10,000
| +90% | +$209K | 0.04% | 211 |
|
|
2016
Q3 | $242K | Hold |
11,100
| – | – | 0.02% | 287 |
|
|
2016
Q2 | $239K | Hold |
11,100
| – | – | 0.03% | 268 |
|
|
2016
Q1 | $225K | Buy |
+11,100
| New | +$225K | 0.03% | 230 |
|
|
2015
Q4 | – | Sell |
-11,100
| Closed | -$199K | – | 298 |
|
|
2015
Q3 | $199K | Hold |
11,100
| – | – | 0.03% | 236 |
|
|
2015
Q2 | $195K | Sell |
11,100
-40,000
| -78% | -$703K | 0.03% | 233 |
|
|
2015
Q1 | $951K | Buy |
51,100
+19,000
| +59% | +$354K | 0.13% | 102 |
|
|
2014
Q4 | $605K | Buy |
+32,100
| New | +$605K | 0.09% | 134 |
|
|
2014
Q1 | – | Sell |
-29,100
| Closed | -$481K | – | 245 |
|
|
2013
Q4 | $481K | Buy |
+29,100
| New | +$481K | 0.08% | 141 |
|