Charles Schwab’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 | $9.13M | Buy |
568,376
+23,557
| +4% | +$378K | ﹤0.01% | 2062 |
|
|
2025
Q1 | $8.88M | Sell |
544,819
-114,385
| -17% | -$1.86M | ﹤0.01% | 2006 |
|
|
2024
Q4 | $11.7M | Sell |
659,204
-251,547
| -28% | -$4.48M | ﹤0.01% | 1947 |
|
|
2024
Q3 | $20.6M | Buy |
910,751
+180,003
| +25% | +$4.07M | ﹤0.01% | 1676 |
|
|
2024
Q2 | $15.6M | Buy |
730,748
+56,457
| +8% | +$1.21M | ﹤0.01% | 1813 |
|
|
2024
Q1 | $15.2M | Buy |
674,291
+112,114
| +20% | +$2.52M | ﹤0.01% | 1768 |
|
|
2023
Q4 | $13.5M | Buy |
562,177
+90,645
| +19% | +$2.18M | ﹤0.01% | 1837 |
|
|
2023
Q3 | $9.88M | Buy |
471,532
+164,031
| +53% | +$3.44M | ﹤0.01% | 1914 |
|
|
2023
Q2 | $7.08M | Buy |
307,501
+15,901
| +5% | +$366K | ﹤0.01% | 2070 |
|
|
2023
Q1 | $6.13M | Buy |
291,600
+5,011
| +2% | +$105K | ﹤0.01% | 2110 |
|
|
2022
Q4 | $5.5M | Buy |
286,589
+22,879
| +9% | +$439K | ﹤0.01% | 2164 |
|
|
2022
Q3 | $4.43M | Sell |
263,710
-18,865
| -7% | -$317K | ﹤0.01% | 2274 |
|
|
2022
Q2 | $4.96M | Buy |
282,575
+38,223
| +16% | +$671K | ﹤0.01% | 2190 |
|
|
2022
Q1 | $6.62M | Buy |
244,352
+145,047
| +146% | +$3.93M | ﹤0.01% | 2151 |
|
|
2021
Q4 | $3.18M | Sell |
99,305
-13,942
| -12% | -$446K | ﹤0.01% | 2555 |
|
|
2021
Q3 | $2.58M | Sell |
113,247
-10,837
| -9% | -$247K | ﹤0.01% | 2639 |
|
|
2021
Q2 | $2.49M | Buy |
124,084
+9,066
| +8% | +$182K | ﹤0.01% | 2635 |
|
|
2021
Q1 | $1.94M | Buy |
115,018
+1,919
| +2% | +$32.4K | ﹤0.01% | 2672 |
|
|
2020
Q4 | $1.7M | Buy |
113,099
+21,877
| +24% | +$328K | ﹤0.01% | 2640 |
|
|
2020
Q3 | $1.13M | Buy |
91,222
+52,500
| +136% | +$648K | ﹤0.01% | 2646 |
|
|
2020
Q2 | $496K | Buy |
+38,722
| New | +$496K | ﹤0.01% | 2829 |
|