Holistic Financial Partners’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,901
| Closed | -$201K | – | 128 |
|
|
2024
Q4 | $201K | Buy |
1,901
+68
| +4% | +$7.19K | 0.1% | 114 |
|
|
2024
Q3 | $231K | Buy |
1,833
+16
| +0.9% | +$2.02K | 0.11% | 103 |
|
|
2024
Q2 | $204K | Sell |
1,817
-33
| -2% | -$3.71K | 0.1% | 111 |
|
|
2024
Q1 | $241K | Sell |
1,850
-63
| -3% | -$8.2K | 0.12% | 103 |
|
|
2023
Q4 | $255K | Sell |
1,913
-13
| -0.7% | -$1.73K | 0.15% | 89 |
|
|
2023
Q3 | $216K | Buy |
1,926
+97
| +5% | +$10.9K | 0.14% | 93 |
|
|
2023
Q2 | $224K | Sell |
1,829
-165
| -8% | -$20.2K | 0.16% | 91 |
|
|
2023
Q1 | $249K | Buy |
1,994
+112
| +6% | +$14K | 0.19% | 83 |
|
|
2022
Q4 | $212K | Buy |
+1,882
| New | +$212K | 0.19% | 86 |
|
|
2022
Q3 | – | Sell |
-1,896
| Closed | -$223K | – | 94 |
|
|
2022
Q2 | $223K | Buy |
+1,896
| New | +$223K | 0.21% | 80 |
|
|
2020
Q1 | – | Sell |
-2,695
| Closed | -$240K | – | 103 |
|
|
2019
Q4 | $240K | Buy |
+2,695
| New | +$240K | 0.14% | 89 |
|
|
2018
Q2 | – | Hold |
0
| – | -$85K | – | 277 |
|
|
2018
Q1 | – | Hold |
0
| – | -$88K | – | 132 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 129 |
|