Horizon Family Wealth’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,189
| Closed | -$292K | – | 81 |
|
|
2023
Q4 | $292K | Buy |
2,189
+57
| +3% | +$7.6K | 0.25% | 54 |
|
|
2023
Q3 | $239K | Buy |
2,132
+208
| +11% | +$23.3K | 0.23% | 55 |
|
|
2023
Q2 | $236K | Sell |
1,924
-49
| -2% | -$6.01K | 0.23% | 57 |
|
|
2023
Q1 | $246K | Sell |
1,973
-202
| -9% | -$25.2K | 0.26% | 48 |
|
|
2022
Q4 | $245K | Buy |
+2,175
| New | +$245K | 0.28% | 46 |
|
|
2022
Q3 | – | Sell |
-1,830
| Closed | -$215K | – | 54 |
|
|
2022
Q2 | $215K | Sell |
1,830
-25
| -1% | -$2.94K | 0.25% | 52 |
|
|
2022
Q1 | $300K | Buy |
+1,855
| New | +$300K | 0.3% | 47 |
|