LWAM
Legacy Wealth Asset Management’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $579K | Sell |
5,511
-1,209
| -18% | -$127K | 0.15% | 221 |
|
|
2025
Q1 | $751K | Buy |
6,720
+408
| +6% | +$45.6K | 0.21% | 141 |
|
|
2024
Q4 | $667K | Sell |
6,312
-1,210
| -16% | -$128K | 0.18% | 172 |
|
|
2024
Q3 | $950K | Buy |
7,522
+66
| +0.9% | +$8.33K | 0.25% | 101 |
|
|
2024
Q2 | $837K | Buy |
7,456
+289
| +4% | +$32.5K | 0.24% | 111 |
|
|
2024
Q1 | $933K | Buy |
7,167
+204
| +3% | +$26.6K | 0.26% | 107 |
|
|
2023
Q4 | $928K | Buy |
6,963
+3,301
| +90% | +$440K | 0.3% | 96 |
|
|
2023
Q3 | $411K | Buy |
3,662
+26
| +0.7% | +$2.92K | 0.15% | 241 |
|
|
2023
Q2 | $446K | Buy |
3,636
+23
| +0.6% | +$2.82K | 0.16% | 224 |
|
|
2023
Q1 | $451K | Buy |
3,613
+26
| +0.7% | +$3.24K | 0.16% | 219 |
|
|
2022
Q4 | $404K | Buy |
3,587
+68
| +2% | +$7.67K | 0.15% | 246 |
|
|
2022
Q3 | $358K | Buy |
+3,519
| New | +$358K | 0.16% | 235 |
|