Independent Advisor Alliance’s Plymouth Industrial REIT PLYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,750
| Closed | -$344K | – | 720 |
|
|
2021
Q4 | $344K | Hold |
10,750
| – | – | 0.02% | 485 |
|
|
2021
Q3 | $245K | Sell |
10,750
-250
| -2% | -$5.7K | 0.01% | 545 |
|
|
2021
Q2 | $220K | Sell |
11,000
-14,650
| -57% | -$293K | 0.01% | 568 |
|
|
2021
Q1 | $432K | Hold |
25,650
| – | – | 0.03% | 404 |
|
|
2020
Q4 | $385K | Buy |
25,650
+2,000
| +8% | +$30K | 0.03% | 396 |
|
|
2020
Q3 | $292K | Buy |
23,650
+700
| +3% | +$8.64K | 0.02% | 390 |
|
|
2020
Q2 | $294K | Buy |
+22,950
| New | +$294K | 0.03% | 368 |
|