CWP
Concord Wealth Partners’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.7K | Hold |
720
| – | – | 0.01% | 292 |
|
|
2025
Q1 | $80.5K | Sell |
720
-144
| -17% | -$16.1K | 0.01% | 266 |
|
|
2024
Q4 | $91.4K | Buy |
864
+1
| +0.1% | +$106 | 0.02% | 257 |
|
|
2024
Q3 | $109K | Sell |
863
-26
| -3% | -$3.28K | 0.02% | 252 |
|
|
2024
Q2 | $99.8K | Sell |
889
-80
| -8% | -$8.99K | 0.02% | 243 |
|
|
2024
Q1 | $126K | Buy |
969
+1
| +0.1% | +$130 | 0.02% | 248 |
|
|
2023
Q4 | $129K | Sell |
968
-67
| -6% | -$8.93K | 0.03% | 251 |
|
|
2023
Q3 | $116K | Buy |
1,035
+79
| +8% | +$8.86K | 0.02% | 265 |
|
|
2023
Q2 | $117K | Buy |
956
+36
| +4% | +$4.41K | 0.03% | 259 |
|
|
2023
Q1 | $115K | Buy |
920
+112
| +14% | +$14K | 0.03% | 234 |
|
|
2022
Q4 | $91.1K | Buy |
+808
| New | +$91.1K | 0.03% | 276 |
|
|
2022
Q3 | – | Sell |
-688
| Closed | -$81K | – | 861 |
|
|
2022
Q2 | $81K | Buy |
688
+27
| +4% | +$3.18K | 0.02% | 291 |
|
|
2022
Q1 | $107K | Buy |
661
+16
| +2% | +$2.59K | 0.03% | 291 |
|
|
2021
Q4 | $109K | Buy |
645
+634
| +5,764% | +$107K | 0.03% | 296 |
|
|
2021
Q3 | $1K | Sell |
11
-634
| -98% | -$57.6K | ﹤0.01% | 855 |
|
|
2021
Q2 | $77K | Hold |
645
| – | – | 0.02% | 278 |
|
|
2021
Q1 | $68K | Buy |
645
+11
| +2% | +$1.16K | 0.02% | 282 |
|
|
2020
Q4 | $63K | Buy |
+634
| New | +$63K | 0.05% | 179 |
|