GWM
PLYM
Guardian Wealth Management’s Plymouth Industrial REIT PLYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-457
| Closed | -$7.45K | – | 159 |
|
|
2025
Q1 | $7.45K | Sell |
457
-93
| -17% | -$1.52K | 0.01% | 175 |
|
|
2024
Q4 | $9.79K | Hold |
550
| – | – | 0.01% | 169 |
|
|
2024
Q3 | $12.4K | Hold |
550
| – | – | 0.01% | 158 |
|
|
2024
Q2 | $11.8K | Hold |
550
| – | – | 0.01% | 158 |
|
|
2024
Q1 | $12.4K | Hold |
550
| – | – | 0.01% | 154 |
|
|
2023
Q4 | $13.2K | Hold |
550
| – | – | 0.01% | 149 |
|
|
2023
Q3 | $11.5K | Hold |
550
| – | – | 0.01% | 154 |
|
|
2023
Q2 | $12.7K | Hold |
550
| – | – | 0.01% | 148 |
|
|
2023
Q1 | $11.6K | Hold |
550
| – | – | 0.01% | 151 |
|
|
2022
Q4 | $10.5K | Hold |
550
| – | – | 0.01% | 162 |
|
|
2022
Q3 | $9K | Buy |
+550
| New | +$9K | 0.01% | 164 |
|
|
2022
Q2 | – | Sell |
-518
| Closed | -$14K | – | 229 |
|
|
2022
Q1 | $14K | Sell |
518
-76,614
| -99% | -$2.07M | 0.01% | 165 |
|
|
2021
Q4 | $2.47M | Buy |
+77,132
| New | +$2.47M | 2.38% | 10 |
|