International Assets Investment Management’s Presidio Property Trust SQFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-10,900
| Closed | -$76K | – | 2560 |
|
2024
Q2 | $76K | Hold |
10,900
| – | – | 0.01% | 1030 |
|
2024
Q1 | $129K | Hold |
10,900
| – | – | 0.01% | 721 |
|
2023
Q4 | $112K | Sell |
10,900
-6,385
| -37% | -$65.8K | 0.01% | 678 |
|
2023
Q3 | $1.12M | Buy |
17,285
+63
| +0.4% | +$4.07K | 0.15% | 133 |
|
2023
Q2 | $1.15M | Buy |
17,222
+1,011
| +6% | +$67.4K | 0.15% | 133 |
|
2023
Q1 | $1.07M | Buy |
+16,211
| New | +$1.07M | 0.15% | 132 |
|
2022
Q3 | – | Sell |
-8,100
| Closed | -$258 | – | 555 |
|
2022
Q2 | $258 | Buy |
8,100
+7,100
| +710% | +$226 | 0.02% | 329 |
|
2022
Q1 | $37K | Buy |
+1,000
| New | +$37K | 0.01% | 480 |
|