Balentine LLC’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-4,452
| Closed | -$87K | – | 394 |
|
2017
Q4 | $87K | Hold |
4,452
| – | – | 0.01% | 207 |
|
2017
Q3 | $90K | Buy |
4,452
+46
| +1% | +$930 | 0.01% | 197 |
|
2017
Q2 | $93K | Buy |
+4,406
| New | +$93K | 0.01% | 178 |
|
2017
Q1 | – | Sell |
-4,276
| Closed | -$89K | – | 600 |
|
2016
Q4 | $89K | Buy |
+4,276
| New | +$89K | 0.01% | 161 |
|
2016
Q3 | – | Sell |
-4,235
| Closed | -$91K | – | 475 |
|
2016
Q2 | $91K | Buy |
+4,235
| New | +$91K | 0.02% | 120 |
|
2016
Q1 | – | Sell |
-4,147
| Closed | -$78K | – | 379 |
|
2015
Q4 | $78K | Buy |
4,147
+47
| +1% | +$884 | 0.02% | 129 |
|
2015
Q3 | $73K | Buy |
4,100
+49
| +1% | +$872 | 0.01% | 128 |
|
2015
Q2 | $71K | Buy |
+4,051
| New | +$71K | 0.01% | 122 |
|