Dakota Wealth Management’s Piedmont Realty Trust, Inc. PDM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-12,836
| Closed | -$72.1K | – | 692 |
|
2023
Q3 | $72.1K | Sell |
12,836
-640
| -5% | -$3.6K | ﹤0.01% | 635 |
|
2023
Q2 | $98K | Buy |
13,476
+405
| +3% | +$2.94K | ﹤0.01% | 625 |
|
2023
Q1 | $95.4K | Sell |
13,071
-121
| -0.9% | -$883 | 0.01% | 603 |
|
2022
Q4 | $121K | Sell |
13,192
-157
| -1% | -$1.44K | 0.01% | 571 |
|
2022
Q3 | $141K | Buy |
13,349
+733
| +6% | +$7.74K | 0.01% | 529 |
|
2022
Q2 | $166K | Buy |
+12,616
| New | +$166K | 0.02% | 457 |
|