Berman Capital Advisors’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $501K | Buy |
4,000
+695
| +21% | +$87K | 0.08% | 135 |
|
|
2021
Q2 | $394K | Buy |
3,305
+716
| +28% | +$85.4K | 0.06% | 145 |
|
|
2021
Q1 | $273K | Buy |
2,589
+486
| +23% | +$51.2K | 0.06% | 156 |
|
|
2020
Q4 | $209K | Buy |
2,103
+80
| +4% | +$7.95K | 0.05% | 159 |
|
|
2020
Q3 | $203K | Buy |
2,023
+94
| +5% | +$9.43K | 0.06% | 146 |
|
|
2020
Q2 | $178K | Buy |
1,929
+710
| +58% | +$65.5K | 0.05% | 155 |
|
|
2020
Q1 | $97K | Buy |
1,219
+881
| +261% | +$70.1K | 0.03% | 200 |
|
|
2019
Q4 | $30K | Hold |
338
| – | – | 0.01% | 431 |
|
|
2019
Q3 | $28K | Hold |
338
| – | – | 0.01% | 418 |
|
|
2019
Q2 | $27K | Sell |
338
-50
| -13% | -$3.99K | 0.01% | 431 |
|
|
2019
Q1 | $27K | Buy |
388
+199
| +105% | +$13.8K | 0.01% | 389 |
|
|
2018
Q4 | $10K | Buy |
+189
| New | +$10K | ﹤0.01% | 511 |
|