JFS Wealth Advisors’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2K | Sell |
126
-5
| -4% | -$526 | ﹤0.01% | 776 |
|
|
2025
Q1 | $14.6K | Sell |
131
-93
| -42% | -$10.4K | ﹤0.01% | 754 |
|
|
2024
Q4 | $23.7K | Buy |
224
+91
| +68% | +$9.62K | ﹤0.01% | 603 |
|
|
2024
Q3 | $16.8K | Hold |
133
| – | – | ﹤0.01% | 677 |
|
|
2024
Q2 | $14.9K | Sell |
133
-178
| -57% | -$20K | ﹤0.01% | 671 |
|
|
2024
Q1 | $40.5K | Buy |
311
+77
| +33% | +$10K | ﹤0.01% | 475 |
|
|
2023
Q4 | $31.2K | Buy |
234
+168
| +255% | +$22.4K | ﹤0.01% | 491 |
|
|
2023
Q3 | $7.41K | Sell |
66
-71
| -52% | -$7.97K | ﹤0.01% | 831 |
|
|
2023
Q2 | $16.8K | Hold |
137
| – | – | ﹤0.01% | 582 |
|
|
2023
Q1 | $17.1K | Hold |
137
| – | – | ﹤0.01% | 568 |
|
|
2022
Q4 | $15.4K | Hold |
137
| – | – | ﹤0.01% | 583 |
|
|
2022
Q3 | $14K | Hold |
137
| – | – | ﹤0.01% | 646 |
|
|
2022
Q2 | $16K | Hold |
137
| – | – | ﹤0.01% | 636 |
|
|
2022
Q1 | $22K | Hold |
137
| – | – | ﹤0.01% | 581 |
|
|
2021
Q4 | $23K | Hold |
137
| – | – | ﹤0.01% | 542 |
|
|
2021
Q3 | $17K | Hold |
137
| – | – | ﹤0.01% | 570 |
|
|
2021
Q2 | $16K | Hold |
137
| – | – | ﹤0.01% | 399 |
|
|
2021
Q1 | $15K | Hold |
137
| – | – | ﹤0.01% | 379 |
|
|
2020
Q4 | $14K | Buy |
137
+66
| +93% | +$6.75K | ﹤0.01% | 384 |
|
|
2020
Q3 | $7K | Hold |
71
| – | – | ﹤0.01% | 421 |
|
|
2020
Q2 | $7K | Hold |
71
| – | – | ﹤0.01% | 409 |
|
|
2020
Q1 | $6K | Buy |
71
+33
| +87% | +$2.79K | ﹤0.01% | 381 |
|
|
2019
Q4 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 435 |
|