BSW Wealth Partners’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Sell |
3,720
-124
| -3% | -$13K | 0.05% | 199 |
|
|
2025
Q1 | $430K | Buy |
3,844
+853
| +29% | +$95.3K | 0.07% | 177 |
|
|
2024
Q4 | $316K | Sell |
2,991
-825
| -22% | -$87.2K | 0.05% | 224 |
|
|
2024
Q3 | $482K | Buy |
3,816
+436
| +13% | +$55.1K | 0.07% | 156 |
|
|
2024
Q2 | $380K | Buy |
3,380
+125
| +4% | +$14K | 0.06% | 171 |
|
|
2024
Q1 | $424K | Sell |
3,255
-61
| -2% | -$7.94K | 0.07% | 160 |
|
|
2023
Q4 | $442K | Buy |
3,316
+325
| +11% | +$43.3K | 0.09% | 137 |
|
|
2023
Q3 | $336K | Buy |
2,991
+285
| +11% | +$32K | 0.07% | 153 |
|
|
2023
Q2 | $332K | Sell |
2,706
-4,751
| -64% | -$583K | 0.07% | 168 |
|
|
2023
Q1 | $930K | Buy |
7,457
+183
| +3% | +$22.8K | 0.19% | 74 |
|
|
2022
Q4 | $820K | Buy |
7,274
+93
| +1% | +$10.5K | 0.18% | 78 |
|
|
2022
Q3 | $730K | Buy |
7,181
+81
| +1% | +$8.23K | 0.18% | 73 |
|
|
2022
Q2 | $835K | Buy |
7,100
+1,413
| +25% | +$166K | 0.2% | 70 |
|
|
2022
Q1 | $918K | Buy |
5,687
+1,153
| +25% | +$186K | 0.23% | 61 |
|
|
2021
Q4 | $763K | Sell |
4,534
-276
| -6% | -$46.4K | 0.19% | 74 |
|
|
2021
Q3 | $603K | Buy |
4,810
+949
| +25% | +$119K | 0.17% | 85 |
|
|
2021
Q2 | $462K | Buy |
3,861
+1,192
| +45% | +$143K | 0.13% | 104 |
|
|
2021
Q1 | $283K | Buy |
2,669
+390
| +17% | +$41.4K | 0.08% | 147 |
|
|
2020
Q4 | $227K | Buy |
2,279
+154
| +7% | +$15.3K | 0.07% | 157 |
|
|
2020
Q3 | $214K | Sell |
2,125
-1,425
| -40% | -$144K | 0.08% | 130 |
|
|
2020
Q2 | $332K | Buy |
+3,550
| New | +$332K | 0.11% | 89 |
|
|
2018
Q4 | – | Sell |
-3,840
| Closed | -$260K | – | 130 |
|
|
2018
Q3 | $260K | Buy |
+3,840
| New | +$260K | 0.1% | 97 |
|