Heritage Wealth Advisors’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Hold |
1,500
| – | – | 0.01% | 219 |
|
|
2025
Q1 | $168K | Sell |
1,500
-58
| -4% | -$6.48K | 0.01% | 212 |
|
|
2024
Q4 | $165K | Buy |
1,558
+46
| +3% | +$4.86K | 0.01% | 220 |
|
|
2024
Q3 | $191K | Buy |
1,512
+62
| +4% | +$7.83K | 0.01% | 216 |
|
|
2024
Q2 | $163K | Hold |
1,450
| – | – | 0.01% | 219 |
|
|
2024
Q1 | $189K | Hold |
1,450
| – | – | 0.01% | 217 |
|
|
2023
Q4 | $193K | Buy |
+1,450
| New | +$193K | 0.01% | 216 |
|