Carroll Financial Associates’s Piedmont Realty Trust, Inc. PDM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-238
| Closed | -$4K | – | 1907 |
|
2021
Q2 | $4K | Hold |
238
| – | – | ﹤0.01% | 1486 |
|
2021
Q1 | $4K | Hold |
238
| – | – | ﹤0.01% | 1415 |
|
2020
Q4 | $3K | Hold |
238
| – | – | ﹤0.01% | 1348 |
|
2020
Q3 | $3K | Hold |
238
| – | – | ﹤0.01% | 1287 |
|
2020
Q2 | $3K | Hold |
238
| – | – | ﹤0.01% | 1303 |
|
2020
Q1 | $4K | Sell |
238
-524
| -69% | -$8.81K | ﹤0.01% | 1190 |
|
2019
Q4 | $16K | Hold |
762
| – | – | ﹤0.01% | 925 |
|
2019
Q3 | $15K | Hold |
762
| – | – | ﹤0.01% | 896 |
|
2019
Q2 | $15K | Hold |
762
| – | – | ﹤0.01% | 900 |
|
2019
Q1 | $15K | Sell |
762
-400
| -34% | -$7.87K | ﹤0.01% | 828 |
|
2018
Q4 | $20K | Hold |
1,162
| – | – | ﹤0.01% | 672 |
|
2018
Q3 | $21K | Hold |
1,162
| – | – | ﹤0.01% | 694 |
|
2018
Q2 | $23K | Hold |
1,162
| – | – | ﹤0.01% | 640 |
|
2018
Q1 | $20K | Hold |
1,162
| – | – | ﹤0.01% | 677 |
|
2017
Q4 | $22K | Hold |
1,162
| – | – | ﹤0.01% | 636 |
|
2017
Q3 | $23K | Hold |
1,162
| – | – | ﹤0.01% | 627 |
|
2017
Q2 | $24K | Hold |
1,162
| – | – | ﹤0.01% | 639 |
|
2017
Q1 | $24K | Hold |
1,162
| – | – | ﹤0.01% | 621 |
|
2016
Q4 | $24K | Hold |
1,162
| – | – | ﹤0.01% | 597 |
|
2016
Q3 | $25K | Hold |
1,162
| – | – | ﹤0.01% | 599 |
|
2016
Q2 | $25K | Hold |
1,162
| – | – | ﹤0.01% | 574 |
|
2016
Q1 | $23K | Sell |
1,162
-410
| -26% | -$8.12K | ﹤0.01% | 582 |
|
2015
Q4 | $29K | Hold |
1,572
| – | – | 0.01% | 503 |
|
2015
Q3 | $30K | Hold |
1,572
| – | – | 0.01% | 493 |
|
2015
Q2 | $28K | Hold |
1,572
| – | – | 0.01% | 484 |
|
2015
Q1 | $29K | Hold |
1,572
| – | – | 0.01% | 357 |
|
2014
Q4 | $30K | Buy |
+1,572
| New | +$30K | 0.02% | 314 |
|