CHJWM
PDM
Carlton Hofferkamp & Jenks Wealth Management’s Piedmont Realty Trust, Inc. PDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-27,574
| Closed | -$560K | – | 79 |
|
|
2016
Q1 | $560K | Sell |
27,574
-200
| -0.7% | -$4.06K | 0.46% | 54 |
|
|
2015
Q4 | $519K | Sell |
27,774
-5,950
| -18% | -$111K | 0.45% | 56 |
|
|
2015
Q3 | $603K | Sell |
33,724
-300
| -0.9% | -$5.36K | 0.59% | 45 |
|
|
2015
Q2 | $608K | Sell |
34,024
-500
| -1% | -$8.94K | 0.57% | 47 |
|
|
2015
Q1 | $642K | Sell |
34,524
-600
| -2% | -$11.2K | 0.64% | 42 |
|
|
2014
Q4 | $661K | Sell |
35,124
-2,164
| -6% | -$40.7K | 0.58% | 39 |
|
|
2014
Q3 | $660K | Hold |
37,288
| – | – | 0.76% | 39 |
|
|
2014
Q2 | $706K | Sell |
37,288
-500
| -1% | -$9.47K | 0.91% | 32 |
|
|
2014
Q1 | $648K | Buy |
37,788
+1,000
| +3% | +$17.1K | 0.84% | 35 |
|
|
2013
Q4 | $607K | Buy |
36,788
+22,700
| +161% | +$375K | 0.85% | 33 |
|
|
2013
Q3 | $244K | Buy |
14,088
+168
| +1% | +$2.91K | 0.39% | 44 |
|
|
2013
Q2 | $248K | Buy |
+13,920
| New | +$248K | 0.4% | 49 |
|