Creative Planning’s Presidio Property Trust SQFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,347
| Closed | -$7.74K | – | 3695 |
|
|
2025
Q1 | $7.74K | Buy |
1,347
+118
| +10% | +$678 | ﹤0.01% | 3407 |
|
|
2024
Q4 | $9.83K | Hold |
1,229
| – | – | ﹤0.01% | 3367 |
|
|
2024
Q3 | $8.82K | Hold |
1,229
| – | – | ﹤0.01% | 3174 |
|
|
2024
Q2 | $8.57K | Hold |
1,229
| – | – | ﹤0.01% | 2979 |
|
|
2024
Q1 | $15K | Hold |
1,229
| – | – | ﹤0.01% | 2823 |
|
|
2023
Q4 | $12.7K | Hold |
1,229
| – | – | ﹤0.01% | 2689 |
|
|
2023
Q3 | $9.78K | Hold |
1,229
| – | – | ﹤0.01% | 2620 |
|
|
2023
Q2 | $11.1K | Hold |
1,229
| – | – | ﹤0.01% | 2503 |
|
|
2023
Q1 | $12.7K | Hold |
1,229
| – | – | ﹤0.01% | 2403 |
|
|
2022
Q4 | $11.7K | Hold |
1,229
| – | – | ﹤0.01% | 2307 |
|
|
2022
Q3 | $15K | Hold |
1,229
| – | – | ﹤0.01% | 2158 |
|
|
2022
Q2 | $39K | Hold |
1,229
| – | – | ﹤0.01% | 2061 |
|
|
2022
Q1 | $46K | Hold |
1,229
| – | – | ﹤0.01% | 2059 |
|
|
2021
Q4 | $48K | Hold |
1,229
| – | – | ﹤0.01% | 2002 |
|
|
2021
Q3 | $46K | Hold |
1,229
| – | – | ﹤0.01% | 1988 |
|
|
2021
Q2 | $48K | Buy |
1,229
+173
| +16% | +$6.76K | ﹤0.01% | 1917 |
|
|
2021
Q1 | $39K | Buy |
+1,056
| New | +$39K | ﹤0.01% | 2278 |
|