EverSource Wealth Advisors’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Buy |
3,557
+1,555
| +78% | +$163K | 0.02% | 564 |
|
|
2025
Q1 | $224K | Sell |
2,002
-1,251
| -38% | -$140K | 0.01% | 615 |
|
|
2024
Q4 | $344K | Buy |
3,253
+2,264
| +229% | +$239K | 0.02% | 464 |
|
|
2024
Q3 | $125K | Buy |
989
+185
| +23% | +$23.4K | 0.01% | 717 |
|
|
2024
Q2 | $101K | Sell |
804
-1
| -0.1% | -$126 | 0.01% | 794 |
|
|
2024
Q1 | $82.2K | Buy |
805
+39
| +5% | +$3.98K | 0.01% | 786 |
|
|
2023
Q4 | $102K | Sell |
766
-1,684
| -69% | -$225K | 0.01% | 632 |
|
|
2023
Q3 | $275K | Buy |
2,450
+111
| +5% | +$12.5K | 0.03% | 330 |
|
|
2023
Q2 | $287K | Buy |
2,339
+242
| +12% | +$29.7K | 0.03% | 319 |
|
|
2023
Q1 | $262K | Buy |
2,097
+115
| +6% | +$14.4K | 0.03% | 326 |
|
|
2022
Q4 | $223K | Buy |
1,982
+741
| +60% | +$83.5K | 0.03% | 335 |
|
|
2022
Q3 | $127K | Buy |
1,241
+180
| +17% | +$18.4K | 0.03% | 374 |
|
|
2022
Q2 | $125K | Sell |
1,061
-477
| -31% | -$56.2K | 0.03% | 326 |
|
|
2022
Q1 | $248K | Buy |
1,538
+144
| +10% | +$23.2K | 0.06% | 232 |
|
|
2021
Q4 | $235K | Buy |
+1,394
| New | +$235K | 0.07% | 203 |
|