Horst & Graben Wealth Management’s Plymouth Industrial REIT PLYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-30,246
| Closed | -$684K | – | 163 |
|
|
2024
Q3 | $684K | Hold |
30,246
| – | – | 0.12% | 73 |
|
|
2024
Q2 | $647K | Hold |
30,246
| – | – | 0.12% | 71 |
|
|
2024
Q1 | $681K | Hold |
30,246
| – | – | 0.14% | 70 |
|
|
2023
Q4 | $728K | Hold |
30,246
| – | – | 0.16% | 64 |
|
|
2023
Q3 | $634K | Hold |
30,246
| – | – | 0.16% | 60 |
|
|
2023
Q2 | $696K | Hold |
30,246
| – | – | 0.17% | 60 |
|
|
2023
Q1 | $635K | Hold |
30,246
| – | – | 0.16% | 61 |
|
|
2022
Q4 | $580K | Hold |
30,246
| – | – | 0.15% | 71 |
|
|
2022
Q3 | $508K | Hold |
30,246
| – | – | 0.14% | 74 |
|
|
2022
Q2 | $531K | Hold |
30,246
| – | – | 0.14% | 75 |
|
|
2022
Q1 | $820K | Hold |
30,246
| – | – | 0.2% | 57 |
|
|
2021
Q4 | $968K | Buy |
30,246
+246
| +0.8% | +$7.87K | 0.24% | 55 |
|
|
2021
Q3 | $683K | Hold |
30,000
| – | – | 0.19% | 58 |
|
|
2021
Q2 | $601K | Hold |
30,000
| – | – | 0.17% | 67 |
|
|
2021
Q1 | $506K | Hold |
30,000
| – | – | 0.16% | 78 |
|
|
2020
Q4 | $450K | Hold |
30,000
| – | – | 0.16% | 75 |
|
|
2020
Q3 | $370K | Hold |
30,000
| – | – | 0.14% | 79 |
|
|
2020
Q2 | $384K | Hold |
30,000
| – | – | 0.17% | 64 |
|
|
2020
Q1 | $335K | Buy |
+30,000
| New | +$335K | 0.18% | 65 |
|