Diversified Trust’s Plexus PLXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Buy |
4,051
+183
| +5% | +$24.8K | 0.01% | 569 |
|
|
2025
Q1 | $496K | Buy |
3,868
+79
| +2% | +$10.1K | 0.01% | 578 |
|
|
2024
Q4 | $593K | Buy |
3,789
+289
| +8% | +$45.2K | 0.01% | 543 |
|
|
2024
Q3 | $478K | Buy |
+3,500
| New | +$478K | 0.01% | 598 |
|
|
2021
Q4 | – | Sell |
-4,162
| Closed | -$372K | – | 891 |
|
|
2021
Q3 | $372K | Hold |
4,162
| – | – | 0.01% | 507 |
|
|
2021
Q2 | $380K | Sell |
4,162
-1,199
| -22% | -$109K | 0.01% | 479 |
|
|
2021
Q1 | $492K | Sell |
5,361
-427
| -7% | -$39.2K | 0.02% | 378 |
|
|
2020
Q4 | $453K | Buy |
5,788
+847
| +17% | +$66.3K | 0.02% | 371 |
|
|
2020
Q3 | $349K | Sell |
4,941
-797
| -14% | -$56.3K | 0.02% | 390 |
|
|
2020
Q2 | $405K | Buy |
+5,738
| New | +$405K | 0.02% | 305 |
|