EWM
Evercore Wealth Management’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,255
| Closed | -$294K | – | 429 |
|
|
2024
Q1 | $294K | Sell |
2,255
-55
| -2% | -$7.16K | ﹤0.01% | 343 |
|
|
2023
Q4 | $308K | Buy |
2,310
+57
| +3% | +$7.6K | 0.01% | 341 |
|
|
2023
Q3 | $253K | Buy |
2,253
+44
| +2% | +$4.94K | ﹤0.01% | 350 |
|
|
2023
Q2 | $271K | Sell |
2,209
-54
| -2% | -$6.62K | 0.01% | 357 |
|
|
2023
Q1 | $282K | Buy |
2,263
+25
| +1% | +$3.12K | 0.01% | 334 |
|
|
2022
Q4 | $252K | Buy |
+2,238
| New | +$252K | 0.01% | 347 |
|
|
2022
Q3 | – | Sell |
-1,795
| Closed | -$211K | – | 391 |
|
|
2022
Q2 | $211K | Buy |
1,795
+155
| +9% | +$18.2K | ﹤0.01% | 372 |
|
|
2022
Q1 | $265K | Buy |
1,640
+4
| +0.2% | +$646 | ﹤0.01% | 376 |
|
|
2021
Q4 | $275K | Hold |
1,636
| – | – | ﹤0.01% | 374 |
|
|
2021
Q3 | $205K | Buy |
+1,636
| New | +$205K | ﹤0.01% | 409 |
|
|
2018
Q1 | – | Sell |
-2,070
| Closed | -$134K | – | 681 |
|
|
2017
Q4 | $134K | Hold |
2,070
| – | – | 0.01% | 419 |
|
|
2017
Q3 | $132K | Sell |
2,070
-200
| -9% | -$12.8K | 0.01% | 419 |
|
|
2017
Q2 | $134K | Buy |
2,270
+350
| +18% | +$20.7K | 0.01% | 417 |
|
|
2017
Q1 | $100K | Sell |
1,920
-37
| -2% | -$1.93K | ﹤0.01% | 483 |
|
|
2016
Q4 | $103K | Sell |
1,957
-108
| -5% | -$5.68K | ﹤0.01% | 488 |
|
|
2016
Q3 | $111K | Hold |
2,065
| – | – | ﹤0.01% | 463 |
|
|
2016
Q2 | $101K | Buy |
2,065
+145
| +8% | +$7.09K | ﹤0.01% | 458 |
|
|
2016
Q1 | $85K | Sell |
1,920
-67
| -3% | -$2.97K | ﹤0.01% | 482 |
|
|
2015
Q4 | $85K | Buy |
+1,987
| New | +$85K | ﹤0.01% | 499 |
|
|
2015
Q3 | – | Sell |
-246
| Closed | -$9K | – | 1036 |
|
|
2015
Q2 | $9K | Buy |
+246
| New | +$9K | ﹤0.01% | 932 |
|
|
2014
Q2 | – | Sell |
-900
| Closed | -$36K | – | 1030 |
|
|
2014
Q1 | $36K | Buy |
+900
| New | +$36K | ﹤0.01% | 647 |
|