Navis Wealth 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 | $322K | Buy |
3,065
+31
| +1% | +$3.26K | 0.27% | 80 |
|
|
2025
Q1 | $339K | Buy |
3,034
+335
| +12% | +$37.4K | 0.33% | 72 |
|
|
2024
Q4 | $285K | Sell |
2,699
-266
| -9% | -$28.1K | 0.31% | 78 |
|
|
2024
Q3 | $374K | Buy |
2,965
+92
| +3% | +$11.6K | 0.41% | 56 |
|
|
2024
Q2 | $323K | Buy |
2,873
+116
| +4% | +$13K | 0.37% | 62 |
|
|
2024
Q1 | $359K | Buy |
2,757
+16
| +0.6% | +$2.08K | 0.43% | 53 |
|
|
2023
Q4 | $365K | Buy |
2,741
+20
| +0.7% | +$2.67K | 0.48% | 50 |
|
|
2023
Q3 | $305K | Buy |
2,721
+17
| +0.6% | +$1.91K | 0.44% | 56 |
|
|
2023
Q2 | $332K | Buy |
2,704
+17
| +0.6% | +$2.09K | 0.3% | 52 |
|
|
2023
Q1 | $335K | Buy |
2,687
+60
| +2% | +$7.49K | 0.37% | 49 |
|
|
2022
Q4 | $296K | Buy |
2,627
+231
| +10% | +$26K | 0.42% | 54 |
|
|
2022
Q3 | $243K | Buy |
2,396
+16
| +0.7% | +$1.62K | 0.38% | 62 |
|
|
2022
Q2 | $280K | Buy |
2,380
+11
| +0.5% | +$1.29K | 0.3% | 75 |
|
|
2022
Q1 | $383K | Buy |
2,369
+9
| +0.4% | +$1.46K | 0.34% | 63 |
|
|
2021
Q4 | $397K | Buy |
2,360
+12
| +0.5% | +$2.02K | 0.33% | 60 |
|
|
2021
Q3 | $295K | Buy |
2,348
+12
| +0.5% | +$1.51K | 0.21% | 81 |
|
|
2021
Q2 | $279K | Buy |
2,336
+14
| +0.6% | +$1.67K | 0.23% | 81 |
|
|
2021
Q1 | $246K | Buy |
+2,322
| New | +$246K | 0.19% | 80 |
|