MWM
Mattern Wealth Management’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,775
| Closed | -$231K | – | 181 |
|
|
2024
Q1 | $231K | Sell |
1,775
-200
| -10% | -$26K | 0.06% | 161 |
|
|
2023
Q4 | $263K | Hold |
1,975
| – | – | 0.07% | 146 |
|
|
2023
Q3 | $222K | Hold |
1,975
| – | – | 0.07% | 155 |
|
|
2023
Q2 | $242K | Sell |
1,975
-14
| -0.7% | -$1.72K | 0.07% | 151 |
|
|
2023
Q1 | $248K | Hold |
1,989
| – | – | 0.08% | 153 |
|
|
2022
Q4 | $224K | Hold |
1,989
| – | – | 0.09% | 150 |
|
|
2022
Q3 | $202K | Buy |
1,989
+25
| +1% | +$2.54K | 0.08% | 154 |
|
|
2022
Q2 | $231K | Buy |
1,964
+295
| +18% | +$34.7K | 0.09% | 137 |
|
|
2022
Q1 | $270K | Buy |
1,669
+300
| +22% | +$48.5K | 0.09% | 137 |
|
|
2021
Q4 | $230K | Buy |
+1,369
| New | +$230K | 0.07% | 160 |
|