Kingswood 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 | $3.21M | Sell |
30,491
-240
| -0.8% | -$25.2K | 0.25% | 91 |
|
|
2025
Q1 | $3.44M | Sell |
30,731
-4,528
| -13% | -$506K | 0.31% | 70 |
|
|
2024
Q4 | $3.73M | Sell |
35,259
-7,523
| -18% | -$795K | 0.28% | 74 |
|
|
2024
Q3 | $5.4M | Sell |
42,782
-1,596
| -4% | -$202K | 0.39% | 57 |
|
|
2024
Q2 | $4.98M | Buy |
44,378
+6,994
| +19% | +$785K | 0.45% | 38 |
|
|
2024
Q1 | $4.87M | Sell |
37,384
-2,919
| -7% | -$380K | 0.56% | 26 |
|
|
2023
Q4 | $5.37M | Buy |
40,303
+3,684
| +10% | +$491K | 0.61% | 28 |
|
|
2023
Q3 | $4.11M | Buy |
+36,619
| New | +$4.11M | 0.7% | 26 |
|