Institute for Wealth Management’s Piedmont Realty Trust, Inc. PDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-17,019
| Closed | -$223K | – | 504 |
|
|
2022
Q2 | $223K | Buy |
+17,019
| New | +$223K | 0.04% | 465 |
|
|
2014
Q4 | – | Sell |
-5,076
| Closed | -$91K | – | 48 |
|
|
2014
Q3 | $91K | Hold |
5,076
| – | – | 0.09% | 39 |
|
|
2014
Q2 | $96K | Hold |
5,076
| – | – | 0.08% | 40 |
|
|
2014
Q1 | $87K | Hold |
5,076
| – | – | 0.07% | 52 |
|
|
2013
Q4 | $84K | Sell |
5,076
-1,076
| -17% | -$17.8K | 0.06% | 53 |
|
|
2013
Q3 | $107K | Sell |
6,152
-13,286
| -68% | -$231K | 0.07% | 39 |
|
|
2013
Q2 | $348K | Buy |
+19,438
| New | +$348K | 0.28% | 31 |
|