Focus Partners Wealth’s Plymouth Industrial REIT PLYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$886K Buy
55,168
+93
+0.2% +$1.49K ﹤0.01% 1188
2025
Q1
$898K Buy
55,075
+37,484
+213% +$611K ﹤0.01% 1094
2024
Q4
$313K Buy
17,591
+27
+0.2% +$481 ﹤0.01% 1516
2024
Q3
$397K Sell
17,564
-58,848
-77% -$1.33M ﹤0.01% 1207
2024
Q2
$1.63M Buy
76,412
+52,796
+224% +$1.13M 0.01% 693
2024
Q1
$531K Buy
+23,616
New +$531K ﹤0.01% 717