CWA
CJM Wealth Advisers’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,571
| Closed | -$205K | – | 68 |
|
|
2024
Q1 | $205K | Hold |
1,571
| – | – | 0.08% | 63 |
|
|
2023
Q4 | $209K | Sell |
1,571
-449
| -22% | -$59.9K | 0.09% | 56 |
|
|
2023
Q3 | $227K | Hold |
2,020
| – | – | 0.11% | 51 |
|
|
2023
Q2 | $248K | Hold |
2,020
| – | – | 0.13% | 49 |
|
|
2023
Q1 | $252K | Hold |
2,020
| – | – | 0.14% | 48 |
|
|
2022
Q4 | $228K | Buy |
+2,020
| New | +$228K | 0.14% | 48 |
|