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 |
|