Icon Wealth Partners’s Prologis PLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$2.47M Sell
22,025
-2,845
-11% -$319K 0.28% 69
2023
Q2
$3.05M Sell
24,870
-6,306
-20% -$773K 0.32% 64
2023
Q1
$3.89M Buy
+31,176
New +$3.89M 0.42% 58
2022
Q2
$2.96M Buy
+25,129
New +$2.96M 0.35% 73
2022
Q1
Sell
-24,195
Closed -$4.07M 348
2021
Q4
$4.07M Sell
24,195
-143
-0.6% -$24.1K 0.41% 68
2021
Q3
$3.05M Buy
24,338
+189
+0.8% +$23.7K 0.32% 82
2021
Q2
$2.89M Buy
24,149
+1,655
+7% +$198K 0.31% 82
2021
Q1
$2.38M Buy
22,494
+2,396
+12% +$254K 0.3% 86
2020
Q4
$2M Buy
20,098
+2,825
+16% +$282K 0.32% 80
2020
Q3
$1.74M Buy
+17,273
New +$1.74M 0.34% 76