Financial Synergies Wealth Advisors’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-343
| Closed | -$44.7K | – | 355 |
|
|
2024
Q1 | $44.7K | Buy |
343
+179
| +109% | +$23.3K | 0.01% | 134 |
|
|
2023
Q4 | $18.5K | Sell |
164
-186
| -53% | -$21K | ﹤0.01% | 144 |
|
|
2023
Q3 | $39.3K | Buy |
350
+2
| +0.6% | +$224 | 0.01% | 124 |
|
|
2023
Q2 | $42.7K | Sell |
348
-1
| -0.3% | -$123 | 0.01% | 116 |
|
|
2023
Q1 | $43.5K | Buy |
349
+185
| +113% | +$23.1K | 0.01% | 118 |
|
|
2022
Q4 | $18.5K | Buy |
164
+156
| +1,950% | +$17.6K | ﹤0.01% | 144 |
|
|
2022
Q3 | $813 | Hold |
8
| – | – | ﹤0.01% | 322 |
|
|
2022
Q2 | $942 | Buy |
+8
| New | +$942 | ﹤0.01% | 315 |
|