CWG
Cornerstone Wealth Group’s Prologis PLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,588
| Closed | -$207K | – | 258 |
|
2024
Q1 | $207K | Buy |
+1,588
| New | +$207K | 0.02% | 233 |
|
2023
Q4 | – | Sell |
-20,959
| Closed | -$2.35M | – | 155 |
|
2023
Q3 | $2.35M | Buy |
20,959
+285
| +1% | +$32K | 0.42% | 76 |
|
2023
Q2 | $2.54M | Buy |
20,674
+583
| +3% | +$71.5K | 0.46% | 74 |
|
2023
Q1 | $2.51M | Buy |
20,091
+556
| +3% | +$69.4K | 0.45% | 80 |
|
2022
Q4 | $2.2M | Buy |
+19,535
| New | +$2.2M | 0.42% | 73 |
|
2020
Q4 | – | Sell |
-13,275
| Closed | -$1.34M | – | 171 |
|
2020
Q3 | $1.34M | Buy |
+13,275
| New | +$1.34M | 0.37% | 73 |
|
2020
Q1 | – | Sell |
-15,895
| Closed | -$1.42M | – | 145 |
|
2019
Q4 | $1.42M | Buy |
15,895
+278
| +2% | +$24.8K | 0.38% | 79 |
|
2019
Q3 | $1.33M | Buy |
+15,617
| New | +$1.33M | 0.33% | 80 |
|