BerganKDV Wealth Management’s Prologis PLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$109K	Sell	886 -52	-6%	-$6.4K	0.01%	283
2023 Q1	$117K	Buy	938 +95	+11%	+$11.7K	0.01%	297
2022 Q4	$95.1K	Buy	843 +103	+14%	+$11.4K	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%	+$149	0.01%	307
2021 Q3	$93K	Buy	739 +50	+7%	+$6.49K	0.01%	332
2021 Q2	$82K	Buy	689 +60	+10%	+$7.01K	0.01%	331
2021 Q1	$67K	Hold	629	–	–	0.01%	340
2020 Q4	$63K	Sell	629 -5	-0.8%	-$505	0.01%	328
2020 Q3	$64K	Hold	634	–	–	0.01%	313
2020 Q2	$59K	Sell	634 -7	-1%	-$624	0.01%	336
2020 Q1	$52K	Buy	641 +41	+7%	+$3.58K	0.01%	314
2019 Q4	$53K	Hold	600	–	–	0.01%	341
2019 Q3	$51K	Buy	+600	New	+$49.6K	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