BHWM
Bar Harbor Wealth Management’s Prologis PLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.89M | Buy |
18,014
+1,798
| +11% | +$189K | 0.12% | 125 |
|
2025
Q1 | $1.81M | Buy |
16,216
+4,323
| +36% | +$483K | 0.12% | 123 |
|
2024
Q4 | $1.26M | Buy |
11,893
+5,758
| +94% | +$609K | 0.08% | 132 |
|
2024
Q3 | $775K | Buy |
+6,135
| New | +$775K | 0.05% | 161 |
|
2020
Q2 | – | Sell |
-5,678
| Closed | -$456K | – | 241 |
|
2020
Q1 | $456K | Sell |
5,678
-5,863
| -51% | -$471K | 0.06% | 155 |
|
2019
Q4 | $1.03M | Sell |
11,541
-2,446
| -17% | -$218K | 0.11% | 133 |
|
2019
Q3 | $1.19M | Buy |
13,987
+2,903
| +26% | +$247K | 0.14% | 128 |
|
2019
Q2 | $888K | Buy |
+11,084
| New | +$888K | 0.1% | 150 |
|