Envestnet Asset Management’s Plymouth Industrial REIT PLYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Buy |
45,387
+23,113
| +104% | +$371K | ﹤0.01% | 3456 |
|
|
2025
Q1 | $363K | Sell |
22,274
-2,969
| -12% | -$48.4K | ﹤0.01% | 3816 |
|
|
2024
Q4 | $449K | Sell |
25,243
-39,208
| -61% | -$698K | ﹤0.01% | 3641 |
|
|
2024
Q3 | $1.46M | Sell |
64,451
-133,980
| -68% | -$3.03M | ﹤0.01% | 2879 |
|
|
2024
Q2 | $4.24M | Buy |
198,431
+17,710
| +10% | +$379K | ﹤0.01% | 2134 |
|
|
2024
Q1 | $4.07M | Buy |
180,721
+1,615
| +0.9% | +$36.3K | ﹤0.01% | 2125 |
|
|
2023
Q4 | $4.31M | Buy |
179,106
+3,685
| +2% | +$88.7K | ﹤0.01% | 1999 |
|
|
2023
Q3 | $3.68M | Buy |
175,421
+37,717
| +27% | +$790K | ﹤0.01% | 2001 |
|
|
2023
Q2 | $3.17M | Sell |
137,704
-1,327
| -1% | -$30.5K | ﹤0.01% | 1980 |
|
|
2023
Q1 | $2.92M | Buy |
139,031
+2,735
| +2% | +$57.5K | ﹤0.01% | 1957 |
|
|
2022
Q4 | $2.61M | Buy |
136,296
+8,029
| +6% | +$154K | ﹤0.01% | 1994 |
|
|
2022
Q3 | $2.16M | Buy |
128,267
+9,561
| +8% | +$161K | ﹤0.01% | 2045 |
|
|
2022
Q2 | $2.08M | Buy |
118,706
+1,182
| +1% | +$20.7K | ﹤0.01% | 2076 |
|
|
2022
Q1 | $3.19M | Sell |
117,524
-10,691
| -8% | -$290K | ﹤0.01% | 1909 |
|
|
2021
Q4 | $4.1M | Buy |
128,215
+3,768
| +3% | +$121K | ﹤0.01% | 1705 |
|
|
2021
Q3 | $2.83M | Buy |
124,447
+8,289
| +7% | +$189K | ﹤0.01% | 1874 |
|
|
2021
Q2 | $2.33M | Buy |
116,158
+11,955
| +11% | +$239K | ﹤0.01% | 1954 |
|
|
2021
Q1 | $1.76M | Sell |
104,203
-293
| -0.3% | -$4.94K | ﹤0.01% | 2027 |
|
|
2020
Q4 | $1.57M | Buy |
104,496
+5,953
| +6% | +$89.3K | ﹤0.01% | 1910 |
|
|
2020
Q3 | $1.22M | Buy |
98,543
+85,718
| +668% | +$1.06M | ﹤0.01% | 1904 |
|
|
2020
Q2 | $164K | Sell |
12,825
-1,520
| -11% | -$19.4K | ﹤0.01% | 2917 |
|
|
2020
Q1 | $160K | Buy |
14,345
+921
| +7% | +$10.3K | ﹤0.01% | 2772 |
|
|
2019
Q4 | $247K | Buy |
+13,424
| New | +$247K | ﹤0.01% | 2818 |
|