Heirloom Wealth Management’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,635
| Closed | -$206K | – | 47 |
|
|
2024
Q3 | $206K | Sell |
1,635
-1,091
| -40% | -$138K | 0.06% | 47 |
|
|
2024
Q2 | $306K | Sell |
2,726
-1,968
| -42% | -$221K | 0.1% | 39 |
|
|
2024
Q1 | $611K | Sell |
4,694
-19
| -0.4% | -$2.47K | 0.21% | 31 |
|
|
2023
Q4 | $628K | Sell |
4,713
-29
| -0.6% | -$3.87K | 0.24% | 32 |
|
|
2023
Q3 | $532K | Sell |
4,742
-15
| -0.3% | -$1.68K | 0.24% | 33 |
|
|
2023
Q2 | $583K | Buy |
4,757
+3,131
| +193% | +$384K | 0.25% | 36 |
|
|
2023
Q1 | $203K | Buy |
+1,626
| New | +$203K | 0.1% | 46 |
|