Horan Capital Advisors’s Piedmont Realty Trust, Inc. PDM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-105,625
| Closed | -$1.86M | – | 56 |
|
2015
Q2 | $1.86M | Buy |
105,625
+3,480
| +3% | +$61.2K | 1.56% | 36 |
|
2015
Q1 | $1.9M | Buy |
102,145
+5,165
| +5% | +$96.1K | 1.59% | 34 |
|
2014
Q4 | $1.83M | Buy |
96,980
+25,330
| +35% | +$477K | 1.51% | 37 |
|
2014
Q3 | $1.26M | Buy |
71,650
+7,870
| +12% | +$139K | 1.12% | 43 |
|
2014
Q2 | $1.21M | Buy |
63,780
+3,310
| +5% | +$62.7K | 1.1% | 38 |
|
2014
Q1 | $1.04M | Buy |
60,470
+3,820
| +7% | +$65.5K | 1% | 40 |
|
2013
Q4 | $936K | Buy |
+56,650
| New | +$936K | 0.96% | 42 |
|