Heritage Wealth Advisors’s Plymouth Industrial REIT PLYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $525K | Hold |
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|
2025
Q1 | $533K | Hold |
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|
2024
Q4 | $582K | Sell |
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|
2024
Q3 | $748K | Hold |
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|
2024
Q2 | $708K | Hold |
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|
2024
Q1 | $745K | Hold |
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|
2023
Q4 | $797K | Hold |
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|
2023
Q3 | $693K | Hold |
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|
2023
Q2 | $762K | Hold |
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|
2023
Q1 | $695K | Hold |
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|
2022
Q4 | $635K | Hold |
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|
2022
Q3 | $556K | Hold |
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|
2022
Q2 | $581K | Hold |
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|
2022
Q1 | $897K | Hold |
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|
2021
Q4 | $1.06M | Hold |
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|
2021
Q3 | $753K | Hold |
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|
2021
Q2 | $663K | Hold |
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|
2021
Q1 | $558K | Hold |
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|
2020
Q4 | $497K | Buy |
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