HWA
HHM Wealth Advisors’s Presidio Property Trust SQFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-1,378
| Closed | -$2K | – | 739 |
|
2022
Q3 | $2K | Hold |
1,378
| – | – | ﹤0.01% | 605 |
|
2022
Q2 | $4K | Hold |
1,378
| – | – | ﹤0.01% | 681 |
|
2022
Q1 | $5K | Hold |
1,378
| – | – | ﹤0.01% | 615 |
|
2021
Q4 | $5K | Hold |
1,378
| – | – | ﹤0.01% | 582 |
|
2021
Q3 | $5K | Hold |
1,378
| – | – | ﹤0.01% | 551 |
|
2021
Q2 | $5K | Hold |
1,378
| – | – | ﹤0.01% | 535 |
|
2021
Q1 | $5K | Buy |
+1,378
| New | +$5K | ﹤0.01% | 499 |
|