Evergreen Private Wealth’s Prologis PLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.95M Buy
28,101
+3,105
+12% +$326K 1.24% 36
2025
Q1
$2.79M Buy
24,996
+1,018
+4% +$114K 1.31% 36
2024
Q4
$2.53M Sell
23,978
-73
-0.3% -$7.72K 1.19% 36
2024
Q3
$3.04M Buy
24,051
+11,945
+99% +$1.51M 1.41% 31
2024
Q2
$1.36M Buy
12,106
+316
+3% +$35.5K 0.67% 45
2024
Q1
$1.54M Buy
11,790
+2,760
+31% +$359K 0.77% 42
2023
Q4
$1.2M Buy
+9,030
New +$1.2M 0.65% 44