OPWM
Oakwell Private Wealth Management’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,506
| Closed | -$1.74M | – | 65 |
|
|
2024
Q2 | $1.74M | Buy |
15,506
+575
| +4% | +$64.6K | 0.49% | 24 |
|
|
2024
Q1 | $1.94M | Buy |
14,931
+648
| +5% | +$84.4K | 0.59% | 22 |
|
|
2023
Q4 | $1.9M | Buy |
14,283
+948
| +7% | +$126K | 0.67% | 21 |
|
|
2023
Q3 | $1.5M | Buy |
13,335
+110
| +0.8% | +$12.3K | 0.63% | 23 |
|
|
2023
Q2 | $1.62M | Buy |
13,225
+171
| +1% | +$21K | 0.68% | 23 |
|
|
2023
Q1 | $1.63M | Buy |
13,054
+7,946
| +156% | +$991K | 0.74% | 21 |
|
|
2022
Q4 | $576K | Buy |
5,108
+342
| +7% | +$38.6K | 0.28% | 35 |
|
|
2022
Q3 | $484K | Buy |
4,766
+20
| +0.4% | +$2.03K | 0.27% | 38 |
|
|
2022
Q2 | $558K | Sell |
4,746
-212
| -4% | -$24.9K | 0.32% | 37 |
|
|
2022
Q1 | $801K | Hold |
4,958
| – | – | 0.4% | 32 |
|
|
2021
Q4 | $835K | Sell |
4,958
-157
| -3% | -$26.4K | 0.42% | 29 |
|
|
2021
Q3 | $642K | Sell |
5,115
-5,615
| -52% | -$705K | 0.35% | 32 |
|
|
2021
Q2 | $1.28M | Sell |
10,730
-236
| -2% | -$28.2K | 0.82% | 20 |
|
|
2021
Q1 | $1.16M | Buy |
10,966
+157
| +1% | +$16.6K | 0.82% | 19 |
|
|
2020
Q4 | $1.08M | Buy |
+10,809
| New | +$1.08M | 0.85% | 21 |
|