LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3
| Closed | -$304 | – | 551 |
|
|
2025
Q1 | $304 | Hold |
3
| – | – | ﹤0.01% | 554 |
|
|
2024
Q4 | $364 | Sell |
3
-55
| -95% | -$6.67K | ﹤0.01% | 552 |
|
|
2024
Q3 | $6.98K | Buy |
+58
| New | +$6.98K | ﹤0.01% | 510 |
|
|
2023
Q3 | – | Sell |
-1,297
| Closed | -$159K | – | 642 |
|
|
2023
Q2 | $159K | Buy |
+1,297
| New | +$159K | ﹤0.01% | 314 |
|
|
2021
Q3 | – | Sell |
-65
| Closed | -$8K | – | 889 |
|
|
2021
Q2 | $8K | Buy |
+65
| New | +$8K | ﹤0.01% | 679 |
|
|
2021
Q1 | – | Sell |
-223
| Closed | -$22K | – | 594 |
|
|
2020
Q4 | $22K | Buy |
223
+208
| +1,387% | +$20.5K | ﹤0.01% | 504 |
|
|
2020
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 573 |
|
|
2020
Q2 | $1K | Sell |
15
-270
| -95% | -$18K | ﹤0.01% | 577 |
|
|
2020
Q1 | $23K | Buy |
+285
| New | +$23K | ﹤0.01% | 452 |
|
|
2014
Q2 | – | Sell |
-81
| Closed | -$3K | – | 632 |
|
|
2014
Q1 | $3K | Hold |
81
| – | – | ﹤0.01% | 601 |
|
|
2013
Q4 | $3K | Buy |
+81
| New | +$3K | ﹤0.01% | 575 |
|