Elevation Wealth Partners’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Sell |
5,328
-87
| -2% | -$9.15K | 0.22% | 67 |
|
|
2025
Q1 | $605K | Hold |
5,415
| – | – | 0.26% | 60 |
|
|
2024
Q4 | $572K | Hold |
5,415
| – | – | 0.24% | 61 |
|
|
2024
Q3 | $684K | Hold |
5,415
| – | – | 0.29% | 53 |
|
|
2024
Q2 | $608K | Hold |
5,415
| – | – | 0.29% | 54 |
|
|
2024
Q1 | $705K | Sell |
5,415
-1,249
| -19% | -$163K | 0.35% | 49 |
|
|
2023
Q4 | $748K | Buy |
+6,664
| New | +$748K | 0.45% | 46 |
|