Cerity Partners’s Plymouth Industrial REIT PLYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$416K Sell
25,929
-7,560
-23% -$121K ﹤0.01% 1968
2025
Q1
$546K Sell
33,489
-3,599
-10% -$58.7K ﹤0.01% 1707
2024
Q4
$823K Buy
37,088
+2,772
+8% +$61.5K ﹤0.01% 1507
2024
Q3
$776K Buy
34,316
+7,512
+28% +$170K ﹤0.01% 1534
2024
Q2
$573K Sell
26,804
-8,603
-24% -$184K ﹤0.01% 1483
2024
Q1
$797K Buy
+35,407
New +$797K ﹤0.01% 1380