LPL Financial’s Presidio Property Trust SQFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,473
| Closed | -$8.47K | – | 5487 |
|
2025
Q1 | $8.47K | Buy |
1,473
+262
| +22% | +$1.51K | ﹤0.01% | 5186 |
|
2024
Q4 | $9.69K | Sell |
1,211
-61
| -5% | -$488 | ﹤0.01% | 5130 |
|
2024
Q3 | $9.13K | Sell |
1,272
-211
| -14% | -$1.52K | ﹤0.01% | 5026 |
|
2024
Q2 | $10.3K | Hold |
1,483
| – | – | ﹤0.01% | 4873 |
|
2024
Q1 | $18.1K | Buy |
+1,483
| New | +$18.1K | ﹤0.01% | 4776 |
|