Heritage Wealth Advisors’s Plymouth Industrial REIT PLYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Hold |
32,674
| – | – | 0.02% | 123 |
|
|
2025
Q1 | $533K | Hold |
32,674
| – | – | 0.03% | 121 |
|
|
2024
Q4 | $582K | Sell |
32,674
-426
| -1% | -$7.58K | 0.03% | 126 |
|
|
2024
Q3 | $748K | Hold |
33,100
| – | – | 0.04% | 108 |
|
|
2024
Q2 | $708K | Hold |
33,100
| – | – | 0.03% | 107 |
|
|
2024
Q1 | $745K | Hold |
33,100
| – | – | 0.03% | 113 |
|
|
2023
Q4 | $797K | Hold |
33,100
| – | – | 0.04% | 104 |
|
|
2023
Q3 | $693K | Hold |
33,100
| – | – | 0.04% | 105 |
|
|
2023
Q2 | $762K | Hold |
33,100
| – | – | 0.04% | 100 |
|
|
2023
Q1 | $695K | Hold |
33,100
| – | – | 0.04% | 101 |
|
|
2022
Q4 | $635K | Hold |
33,100
| – | – | 0.04% | 111 |
|
|
2022
Q3 | $556K | Hold |
33,100
| – | – | 0.04% | 112 |
|
|
2022
Q2 | $581K | Hold |
33,100
| – | – | 0.04% | 116 |
|
|
2022
Q1 | $897K | Hold |
33,100
| – | – | 0.05% | 89 |
|
|
2021
Q4 | $1.06M | Hold |
33,100
| – | – | 0.06% | 92 |
|
|
2021
Q3 | $753K | Hold |
33,100
| – | – | 0.05% | 106 |
|
|
2021
Q2 | $663K | Hold |
33,100
| – | – | 0.04% | 119 |
|
|
2021
Q1 | $558K | Hold |
33,100
| – | – | 0.03% | 131 |
|
|
2020
Q4 | $497K | Buy |
+33,100
| New | +$497K | 0.03% | 130 |
|