EverSource Wealth Advisors’s Piedmont Realty Trust, Inc. PDM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $32.1K | Buy |
4,405
+3,005
| +215% | +$21.9K | ﹤0.01% | 1923 |
|
2025
Q1 | $10.3K | Sell |
1,400
-112
| -7% | -$825 | ﹤0.01% | 2092 |
|
2024
Q4 | $13.8K | Sell |
1,512
-128
| -8% | -$1.17K | ﹤0.01% | 1836 |
|
2024
Q3 | $16.6K | Hold |
1,640
| – | – | ﹤0.01% | 1591 |
|
2024
Q2 | $14.2K | Buy |
1,640
+105
| +7% | +$908 | ﹤0.01% | 1675 |
|
2024
Q1 | $10.6K | Buy |
1,535
+85
| +6% | +$586 | ﹤0.01% | 1663 |
|
2023
Q4 | $10.3K | Buy |
1,450
+645
| +80% | +$4.59K | ﹤0.01% | 1545 |
|
2023
Q3 | $4.52K | Sell |
805
-348
| -30% | -$1.96K | ﹤0.01% | 1738 |
|
2023
Q2 | $8.38K | Buy |
+1,153
| New | +$8.38K | ﹤0.01% | 1522 |
|