CWP
PDM

Concord Wealth Partners’s Piedmont Realty Trust PDM Stock Holding History

Concord Wealth Partners’s Portfolio PDM Stock Details PDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,832
Closed -$30K – 1049
2020
Q4 		$30K Buy
+1,832
New +$27K 0.02% 261

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Concord Wealth Partners's PDM Position: Q1 2021 in Review

Concord Wealth Partners sold out of Piedmont Realty Trust (PDM) in Q1 2021, closing a stake of 1,832 shares — an estimated $30K sold.

Concord Wealth Partners first reported a position in PDM in Q4 2020 and held it in 1 quarter. The position peaked at $30K in Q4 2020. 246 funds tracked by Wall St. Rank hold PDM as of Q1 2021.

  • Concord Wealth Partners reported no remaining Piedmont Realty Trust position as of Q1 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 1,832 Piedmont Realty Trust shares in Q1 2021, an estimated $30K.
  • Concord Wealth Partners first reported a position in Piedmont Realty Trust in Q4 2020 and held it in 1 quarter.
  • Concord Wealth Partners's Piedmont Realty Trust position peaked at $30K in Q4 2020.
  • 246 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2021.

Based on Concord Wealth Partners's 13F filing for Q1 2021, filed 13 May 2021.