CFA
PDM
Compass Financial Advisors’s Piedmont Realty Trust, Inc. PDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,724
| Closed | -$144K | – | 66 |
|
|
2023
Q1 | $144K | Buy |
19,724
+12
| +0.1% | +$88 | 0.18% | 122 |
|
|
2022
Q4 | $181K | Buy |
19,712
+10
| +0.1% | +$92 | 0.24% | 123 |
|
|
2022
Q3 | $208K | Buy |
19,702
+7
| +0% | +$74 | 0.31% | 112 |
|
|
2022
Q2 | $258K | Sell |
19,695
-45
| -0.2% | -$589 | 0.35% | 98 |
|
|
2022
Q1 | $340K | Sell |
19,740
-895
| -4% | -$15.4K | 0.38% | 93 |
|
|
2021
Q4 | $379K | Buy |
+20,635
| New | +$379K | 0.42% | 79 |
|