HWAM
PLYM
Hennion & Walsh Asset Management’s Plymouth Industrial REIT PLYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $183K | Sell |
11,395
-194
| -2% | -$3.12K | 0.01% | 898 |
|
|
2025
Q1 | $189K | Sell |
11,589
-39
| -0.3% | -$636 | 0.01% | 839 |
|
|
2024
Q4 | $207K | Buy |
11,628
+2,697
| +30% | +$48K | 0.01% | 824 |
|
|
2024
Q3 | $202K | Buy |
+8,931
| New | +$202K | 0.01% | 830 |
|
|
2024
Q1 | – | Sell |
-16,894
| Closed | -$407K | – | 876 |
|
|
2023
Q4 | $407K | Sell |
16,894
-2,308
| -12% | -$55.6K | 0.02% | 604 |
|
|
2023
Q3 | $402K | Sell |
19,202
-22,049
| -53% | -$462K | 0.03% | 582 |
|
|
2023
Q2 | $950K | Sell |
41,251
-1,848
| -4% | -$42.6K | 0.06% | 381 |
|
|
2023
Q1 | $906K | Sell |
43,099
-29,242
| -40% | -$615K | 0.06% | 380 |
|
|
2022
Q4 | $1.39M | Sell |
72,341
-10,482
| -13% | -$201K | 0.09% | 270 |
|
|
2022
Q3 | $1.39M | Sell |
82,823
-101,050
| -55% | -$1.7M | 0.09% | 255 |
|
|
2022
Q2 | $3.23M | Sell |
183,873
-1,658
| -0.9% | -$29.1K | 0.2% | 134 |
|
|
2022
Q1 | $5.03M | Sell |
185,531
-15,433
| -8% | -$418K | 0.27% | 98 |
|
|
2021
Q4 | $6.43M | Buy |
200,964
+9,309
| +5% | +$298K | 0.32% | 87 |
|
|
2021
Q3 | $4.36M | Buy |
191,655
+7,180
| +4% | +$163K | 0.23% | 113 |
|
|
2021
Q2 | $3.69M | Buy |
184,475
+7,171
| +4% | +$144K | 0.2% | 134 |
|
|
2021
Q1 | $2.99M | Buy |
+177,304
| New | +$2.99M | 0.18% | 156 |
|