BWM
BerganKDV Wealth Management’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $109K | Sell |
886
-52
| -6% | -$6.38K | 0.01% | 283 |
|
|
2023
Q1 | $117K | Buy |
938
+95
| +11% | +$11.9K | 0.01% | 297 |
|
|
2022
Q4 | $95.1K | Buy |
843
+103
| +14% | +$11.6K | 0.01% | 313 |
|
|
2022
Q3 | $75K | Hold |
740
| – | – | 0.01% | 327 |
|
|
2022
Q2 | $87K | Hold |
740
| – | – | 0.01% | 314 |
|
|
2022
Q1 | $119K | Hold |
740
| – | – | 0.01% | 290 |
|
|
2021
Q4 | $125K | Buy |
740
+1
| +0.1% | +$169 | 0.01% | 307 |
|
|
2021
Q3 | $93K | Buy |
739
+50
| +7% | +$6.29K | 0.01% | 332 |
|
|
2021
Q2 | $82K | Buy |
689
+60
| +10% | +$7.14K | 0.01% | 331 |
|
|
2021
Q1 | $67K | Hold |
629
| – | – | 0.01% | 340 |
|
|
2020
Q4 | $63K | Sell |
629
-5
| -0.8% | -$501 | 0.01% | 328 |
|
|
2020
Q3 | $64K | Hold |
634
| – | – | 0.01% | 313 |
|
|
2020
Q2 | $59K | Sell |
634
-7
| -1% | -$651 | 0.01% | 336 |
|
|
2020
Q1 | $52K | Buy |
641
+41
| +7% | +$3.33K | 0.01% | 314 |
|
|
2019
Q4 | $53K | Hold |
600
| – | – | 0.01% | 341 |
|
|
2019
Q3 | $51K | Buy |
+600
| New | +$51K | 0.01% | 328 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 332 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 359 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 338 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 357 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 361 |
|