KWM
Kolinsky Wealth Management’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $342K | Sell |
3,234
-219
| -6% | -$23.1K | 0.21% | 105 |
|
|
2024
Q3 | $436K | Sell |
3,453
-41
| -1% | -$5.18K | 0.28% | 75 |
|
|
2024
Q2 | $392K | Sell |
3,494
-158
| -4% | -$17.7K | 0.28% | 78 |
|
|
2024
Q1 | $476K | Buy |
3,652
+970
| +36% | +$126K | 0.36% | 66 |
|
|
2023
Q4 | $358K | Sell |
2,682
-125
| -4% | -$16.7K | 0.31% | 77 |
|
|
2023
Q3 | $315K | Sell |
2,807
-10
| -0.4% | -$1.12K | 0.31% | 80 |
|
|
2023
Q2 | $342K | Buy |
2,817
+325
| +13% | +$39.5K | 0.32% | 76 |
|
|
2023
Q1 | $311K | Buy |
2,492
+43
| +2% | +$5.37K | 0.33% | 72 |
|
|
2022
Q4 | $276K | Sell |
2,449
-58
| -2% | -$6.54K | 0.31% | 83 |
|
|
2022
Q3 | $255K | Sell |
2,507
-12
| -0.5% | -$1.22K | 0.32% | 82 |
|
|
2022
Q2 | $296K | Buy |
+2,519
| New | +$296K | 0.35% | 70 |
|
|
2022
Q1 | – | Sell |
-2,550
| Closed | -$429K | – | 159 |
|
|
2021
Q4 | $429K | Buy |
+2,550
| New | +$429K | 0.4% | 49 |
|