JWS
Juncture Wealth Strategies’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,684
| Closed | -$213K | – | 138 |
|
|
2024
Q3 | $213K | Buy |
+1,684
| New | +$213K | 0.08% | 116 |
|
|
2024
Q2 | – | Sell |
-1,709
| Closed | -$223K | – | 119 |
|
|
2024
Q1 | $223K | Hold |
1,709
| – | – | 0.1% | 106 |
|
|
2023
Q4 | $228K | Buy |
+1,709
| New | +$228K | 0.1% | 97 |
|
|
2023
Q3 | – | Sell |
-1,709
| Closed | -$210K | – | 118 |
|
|
2023
Q2 | $210K | Hold |
1,709
| – | – | 0.1% | 111 |
|
|
2023
Q1 | $213K | Buy |
+1,709
| New | +$213K | 0.11% | 104 |
|
|
2022
Q4 | – | Sell |
-3,404
| Closed | -$346K | – | 112 |
|
|
2022
Q3 | $346K | Sell |
3,404
-14
| -0.4% | -$1.42K | 0.17% | 84 |
|
|
2022
Q2 | $402K | Buy |
3,418
+18
| +0.5% | +$2.12K | 0.2% | 80 |
|
|
2022
Q1 | $549K | Hold |
3,400
| – | – | 0.26% | 74 |
|
|
2021
Q4 | $572K | Hold |
3,400
| – | – | 0.27% | 71 |
|
|
2021
Q3 | $426K | Hold |
3,400
| – | – | 0.22% | 81 |
|
|
2021
Q2 | $440K | Buy |
+3,400
| New | +$440K | 0.25% | 77 |
|