LWM
PDM

Loveless Wealth Management’s Piedmont Realty Trust, Inc. PDM Stock Holding History

Loveless Wealth Management’s Portfolio PDM Stock Details PDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-17,845
Closed -$296K – 116
2020
Q2 		$296K Sell
17,845
-1,961
-10% -$32.5K 0.28% 87
2020
Q1 		$350K Sell
19,806
-388
-2% -$6.86K 0.41% 70
2019
Q4 		$452K Buy
+20,194
New +$452K 0.39% 71