BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,300
| Closed | -$22K | – | 1039 |
|
|
2022
Q1 | $22K | Hold |
1,300
| – | – | ﹤0.01% | 504 |
|
|
2021
Q4 | $24K | Hold |
1,300
| – | – | ﹤0.01% | 522 |
|
|
2021
Q3 | $23K | Hold |
1,300
| – | – | ﹤0.01% | 509 |
|
|
2021
Q2 | $24K | Hold |
1,300
| – | – | ﹤0.01% | 494 |
|
|
2021
Q1 | $23K | Hold |
1,300
| – | – | ﹤0.01% | 467 |
|
|
2020
Q4 | $21K | Hold |
1,300
| – | – | ﹤0.01% | 468 |
|
|
2020
Q3 | $18K | Hold |
1,300
| – | – | ﹤0.01% | 440 |
|
|
2020
Q2 | $22K | Hold |
1,300
| – | – | ﹤0.01% | 443 |
|
|
2020
Q1 | $23K | Hold |
1,300
| – | – | ﹤0.01% | 404 |
|
|
2019
Q4 | $29K | Hold |
1,300
| – | – | 0.01% | 401 |
|
|
2019
Q3 | $27K | Buy |
+1,300
| New | +$27K | 0.01% | 393 |
|
|
2019
Q2 | – | Hold |
0
| – | -$27K | – | 395 |
|
|
2019
Q1 | – | Hold |
0
| – | -$22K | – | 403 |
|
|
2018
Q4 | – | Hold |
0
| – | -$25K | – | 391 |
|
|
2018
Q3 | – | Hold |
0
| – | -$26K | – | 401 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 393 |
|