BTWM
Baker Tilly Wealth Management’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,795
| Closed | -$234K | – | 382 |
|
|
2024
Q1 | $234K | Sell |
1,795
-937
| -34% | -$122K | 0.04% | 385 |
|
|
2023
Q4 | $364K | Sell |
2,732
-139
| -5% | -$18.5K | 0.06% | 355 |
|
|
2023
Q3 | $322K | Sell |
2,871
-1,091
| -28% | -$122K | 0.05% | 353 |
|
|
2023
Q2 | $486K | Buy |
3,962
+234
| +6% | +$28.7K | 0.05% | 344 |
|
|
2023
Q1 | $465K | Buy |
3,728
+64
| +2% | +$7.99K | 0.05% | 354 |
|
|
2022
Q4 | $413K | Buy |
3,664
+283
| +8% | +$31.9K | 0.05% | 372 |
|
|
2022
Q3 | $344K | Buy |
3,381
+919
| +37% | +$93.5K | 0.05% | 386 |
|
|
2022
Q2 | $290K | Buy |
2,462
+525
| +27% | +$61.8K | 0.04% | 419 |
|
|
2022
Q1 | $313K | Sell |
1,937
-489
| -20% | -$79K | 0.03% | 424 |
|
|
2021
Q4 | $408K | Buy |
2,426
+789
| +48% | +$133K | 0.04% | 390 |
|
|
2021
Q3 | $205K | Buy |
+1,637
| New | +$205K | 0.03% | 487 |
|