OneDigital Investment Advisors’s Piedmont Realty Trust, Inc. PDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,196
| Closed | -$24K | – | 951 |
|
|
2019
Q2 | $24K | Buy |
+1,196
| New | +$24K | ﹤0.01% | 755 |
|
|
2018
Q4 | – | Sell |
-1,767
| Closed | -$33K | – | 1250 |
|
|
2018
Q3 | $33K | Hold |
1,767
| – | – | 0.01% | 510 |
|
|
2018
Q2 | $35K | Hold |
1,767
| – | – | 0.01% | 607 |
|
|
2018
Q1 | $31K | Buy |
+1,767
| New | +$31K | 0.01% | 650 |
|
|
2017
Q3 | – | Sell |
-1,917
| Closed | -$40K | – | 1142 |
|
|
2017
Q2 | $40K | Buy |
+1,917
| New | +$40K | 0.01% | 544 |
|