KWB Wealth’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,779
| Closed | -$504K | – | 136 |
|
|
2023
Q4 | $504K | Sell |
3,779
-635
| -14% | -$84.7K | 0.07% | 77 |
|
|
2023
Q3 | $541K | Sell |
4,414
-273
| -6% | -$33.5K | 0.09% | 67 |
|
|
2023
Q2 | $575K | Buy |
4,687
+1,079
| +30% | +$132K | 0.09% | 67 |
|
|
2023
Q1 | $407K | Hold |
3,608
| – | – | 0.08% | 86 |
|
|
2022
Q4 | $407K | Buy |
3,608
+16
| +0.4% | +$1.8K | 0.08% | 79 |
|
|
2022
Q3 | $365K | Buy |
3,592
+116
| +3% | +$11.8K | 0.07% | 76 |
|
|
2022
Q2 | $409K | Buy |
+3,476
| New | +$409K | 0.08% | 71 |
|