Mount Yale Investment Advisors’s Prologis PLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$145K Buy
+1,382
New +$145K 0.01% 598
2018
Q4
Sell
-1,307
Closed -$88K 653
2018
Q3
$88K Sell
1,307
-250
-16% -$16.8K 0.02% 480
2018
Q2
$102K Hold
1,557
0.02% 452
2018
Q1
$98K Buy
+1,557
New +$98K 0.02% 461