BFA
BMS Financial Advisors’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $431K | Sell |
3,516
-1,408
| -29% | -$173K | 0.28% | 59 |
|
|
2023
Q1 | $614K | Buy |
4,924
+467
| +10% | +$58.3K | 0.42% | 49 |
|
|
2022
Q4 | $502K | Sell |
4,457
-524
| -11% | -$59.1K | 0.33% | 56 |
|
|
2022
Q3 | $506K | Sell |
4,981
-170
| -3% | -$17.3K | 0.35% | 58 |
|
|
2022
Q2 | $606K | Buy |
5,151
+169
| +3% | +$19.9K | 0.4% | 41 |
|
|
2022
Q1 | $804K | Buy |
4,982
+103
| +2% | +$16.6K | 0.51% | 33 |
|
|
2021
Q4 | $821K | Buy |
+4,879
| New | +$821K | 0.52% | 30 |
|