Cornerstone Wealth Management’s Piedmont Realty Trust, Inc. PDM Stock Holding History

Cornerstone Wealth Management’s Portfolio PDM Stock Details PDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-20,899	Closed	-$211K	–	596
2024 Q3	$211K	Sell	20,899 -16,725	-44%	-$169K	0.01%	538
2024 Q2	$273K	Sell	37,624 -11,468	-23%	-$83.1K	0.02%	454
2024 Q1	$345K	Sell	49,092 -2,091	-4%	-$14.7K	0.03%	408
2023 Q4	$364K	Hold	51,183	–	–	0.03%	383
2023 Q3	$288K	Sell	51,183 -2,000	-4%	-$11.2K	0.03%	429
2023 Q2	$387K	Sell	53,183 -1,049	-2%	-$7.63K	0.03%	355
2023 Q1	$396K	Buy	+54,232	New	+$396K	0.04%	326
2022 Q3	$563K	Sell	53,294 -400	-0.7%	-$4.23K	0.06%	231
2022 Q2	$704K	Sell	53,694 -3,482	-6%	-$45.7K	0.08%	203
2022 Q1	$985K	Sell	57,176 -850	-1%	-$14.6K	0.1%	181
2021 Q4	$1.07M	Sell	58,026 -500	-0.9%	-$9.2K	0.1%	179
2021 Q3	$1.02M	Hold	58,526	–	–	0.11%	179
2021 Q2	$1.08M	Sell	58,526 -364	-0.6%	-$6.72K	0.11%	176
2021 Q1	$1.02M	Sell	58,890 -200	-0.3%	-$3.47K	0.12%	168
2020 Q4	$959K	Hold	59,090	–	–	0.12%	164
2020 Q3	$802K	Sell	59,090 -200	-0.3%	-$2.72K	0.12%	168
2020 Q2	$985K	Hold	59,290	–	–	0.16%	132
2020 Q1	$1.05M	Hold	59,290	–	–	0.2%	97
2019 Q4	$1.32M	Sell	59,290 -3,526	-6%	-$78.4K	0.21%	90
2019 Q3	$1.31M	Sell	62,816 -1,138	-2%	-$23.8K	0.23%	87
2019 Q2	$1.28M	Sell	63,954 -600	-0.9%	-$12K	0.23%	87
2019 Q1	$1.9M	Sell	64,554 -1,000	-2%	-$29.4K	0.23%	110
2018 Q4	$1.12M	Sell	65,554 -1,299,235	-95%	-$22.1M	0.24%	86
2018 Q3	$67.3M	Buy	1,364,789 +59,404	+5%	+$2.93M	0.85%	23
2018 Q2	$66.1M	Buy	1,305,385 +1,239,731	+1,888%	+$62.7M	0.75%	25
2018 Q1	$1.16M	Sell	65,654 -3,460	-5%	-$61K	0.22%	92
2017 Q4	$1.33M	Buy	69,114 +1,850	+3%	+$35.6K	0.25%	83
2017 Q3	$1.36M	Hold	67,264	–	–	0.28%	79
2017 Q2	$1.36M	Sell	67,264 -1,339	-2%	-$27K	0.3%	71
2017 Q1	$1.48M	Hold	68,603	–	–	0.36%	55
2016 Q4	$1.44M	Buy	68,603 +1,200	+2%	+$25.3K	0.46%	44
2016 Q3	$1.43M	Buy	+67,403	New	+$1.43M	0.53%	34