CFA
PDM

Compass Financial Advisors’s Piedmont Realty Trust PDM Stock Holding History

Compass Financial Advisors’s Portfolio PDM Stock Details PDM Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
2023
Q1 		$144K Buy
2022
Q4 		$181K Buy
2022
Q3 		$208K Buy
2022
Q2 		$258K Sell
2022
Q1 		$340K Sell
2021
Q4 		$379K Buy