CWM
Compass Wealth Management’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-338
| Closed | -$37.8K | – | 339 |
|
|
2025
Q1 | $37.8K | Hold |
338
| – | – | 0.01% | 268 |
|
|
2024
Q4 | $35.7K | Hold |
338
| – | – | 0.01% | 275 |
|
|
2024
Q3 | $42.7K | Hold |
338
| – | – | 0.01% | 268 |
|
|
2024
Q2 | $38K | Hold |
338
| – | – | 0.01% | 278 |
|
|
2024
Q1 | $44K | Hold |
338
| – | – | 0.01% | 261 |
|
|
2023
Q4 | $45.1K | Hold |
338
| – | – | 0.01% | 255 |
|
|
2023
Q3 | $37.9K | Hold |
338
| – | – | 0.01% | 258 |
|
|
2023
Q2 | $41.4K | Hold |
338
| – | – | 0.01% | 257 |
|
|
2023
Q1 | $42.2K | Hold |
338
| – | – | 0.01% | 256 |
|
|
2022
Q4 | $38.1K | Buy |
+338
| New | +$38.1K | 0.01% | 261 |
|