NW
Naviter Wealth’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.72M | Buy |
63,949
+5,325
| +9% | +$560K | 0.83% | 22 |
|
|
2025
Q1 | $6.53M | Buy |
58,624
+1,089
| +2% | +$121K | 0.79% | 25 |
|
|
2024
Q4 | $6.08M | Sell |
57,535
-13,992
| -20% | -$1.48M | 0.73% | 26 |
|
|
2024
Q3 | $9.03M | Buy |
71,527
+3,102
| +5% | +$392K | 1.26% | 15 |
|
|
2024
Q2 | $7.68M | Sell |
68,425
-340
| -0.5% | -$38.2K | 1.15% | 16 |
|
|
2024
Q1 | $8.95M | Buy |
68,765
+8,599
| +14% | +$1.12M | 1.46% | 11 |
|
|
2023
Q4 | $8.02M | Buy |
60,166
+18,714
| +45% | +$2.49M | 1.61% | 12 |
|
|
2023
Q3 | $4.65M | Sell |
41,452
-4,537
| -10% | -$509K | 1.12% | 14 |
|
|
2023
Q2 | $5.64M | Buy |
45,989
+7,549
| +20% | +$926K | 1.43% | 12 |
|
|
2023
Q1 | $4.8M | Buy |
38,440
+7,219
| +23% | +$901K | 1.68% | 10 |
|
|
2022
Q4 | $3.95M | Buy |
31,221
+12,960
| +71% | +$1.64M | 1.08% | 20 |
|
|
2022
Q3 | $1.86M | Buy |
+18,261
| New | +$1.86M | 0.76% | 20 |
|