CTWM
Cherry Tree Wealth Management’s Prologis PLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-82
| Closed | -$9.17K | – | 716 |
|
2025
Q1 | $9.17K | Buy |
82
+66
| +413% | +$7.38K | ﹤0.01% | 439 |
|
2024
Q4 | $1.69K | Hold |
16
| – | – | ﹤0.01% | 545 |
|
2024
Q3 | $2.02K | Hold |
16
| – | – | ﹤0.01% | 535 |
|
2024
Q2 | $1.8K | Hold |
16
| – | – | ﹤0.01% | 521 |
|
2024
Q1 | $2.08K | Hold |
16
| – | – | ﹤0.01% | 507 |
|
2023
Q4 | $2.13K | Hold |
16
| – | – | ﹤0.01% | 500 |
|
2023
Q3 | $1.8K | Sell |
16
-290
| -95% | -$32.6K | ﹤0.01% | 494 |
|
2023
Q2 | $37.5K | Buy |
+306
| New | +$37.5K | 0.01% | 244 |
|