BWA
BDO Wealth Advisors’s Prologis PLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-517
| Closed | -$52K | – | 1241 |
|
2020
Q4 | $52K | Sell |
517
-43
| -8% | -$4.33K | 0.01% | 352 |
|
2020
Q3 | $56K | Buy |
560
+43
| +8% | +$4.3K | 0.01% | 318 |
|
2020
Q2 | $48K | Hold |
517
| – | – | 0.01% | 332 |
|
2020
Q1 | $42K | Hold |
517
| – | – | 0.01% | 353 |
|
2019
Q4 | $46K | Sell |
517
-75
| -13% | -$6.67K | 0.01% | 305 |
|
2019
Q3 | $50K | Hold |
592
| – | – | 0.01% | 312 |
|
2019
Q2 | $47K | Buy |
592
+517
| +689% | +$41K | 0.01% | 309 |
|
2019
Q1 | $5K | Hold |
75
| – | – | ﹤0.01% | 472 |
|
2018
Q4 | $4K | Hold |
75
| – | – | ﹤0.01% | 462 |
|
2018
Q3 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 506 |
|
2018
Q1 | – | Sell |
-10
| Closed | -$1K | – | 601 |
|
2017
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 466 |
|