First Heartland Consultants’s Piedmont Realty Trust PDM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-11,606
Closed -$84.4K 400
2023
Q2
$84.4K Buy
+11,606
New +$77.3K 0.01% 369
2018
Q1
Sell
-10,965
Closed -$215K 275
2017
Q4
$215K Sell
10,965
-450
-4% -$8.96K 0.06% 255
2017
Q3
$230K Buy
11,415
+200
+2% +$4.08K 0.06% 302
2017
Q2
$236K Buy
11,215
+28
+0.3% +$605 0.06% 303
2017
Q1
$239K Buy
11,187
+33
+0.3% +$715 0.07% 294
2016
Q4
$233K Buy
11,154
+156
+1% +$3.15K 0.07% 284
2016
Q3
$239K Buy
10,998
+5
+0% +$107 0.07% 275
2016
Q2
$237 Buy
10,993
+5
+0% +$101 0.03% 258
2016
Q1
$223K Sell
10,988
-662
-6% -$12.3K 0.08% 234
2015
Q4
$220K Buy
11,650
+5
+0% +$96 0.08% 242
2015
Q3
$208K Sell
11,645
-1,914
-14% -$34.2K 0.09% 229
2015
Q2
$238 Buy
13,559
+231
+2% +$4.11K 0.06% 221
2015
Q1
$248K Sell
13,328
-3,581
-21% -$67.5K 0.09% 209
2014
Q4
$319K Buy
16,909
+939
+6% +$17.7K 0.13% 178
2014
Q3
$282K Buy
15,970
+1,710
+12% +$32.8K 0.12% 185
2014
Q2
$270K Sell
14,260
-1,035
-7% -$19K 0.12% 189
2014
Q1
$262K Sell
15,295
-7,956
-34% -$133K 0.13% 188
2013
Q4
$384K Sell
23,251
-14,200
-38% -$246K 0.22% 124
2013
Q3
$663K Buy
37,451
+36
+0.1% +$644 0.4% 73
2013
Q2
$669K Buy
+37,415
New +$728K 0.39% 69

Other funds holding PDM