OWA
Outlook Wealth Advisors’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,083
| Closed | -$1.69M | – | 263 |
|
|
2023
Q3 | $1.69M | Buy |
15,083
+183
| +1% | +$20.5K | 0.65% | 38 |
|
|
2023
Q2 | $1.83M | Sell |
14,900
-149
| -1% | -$18.3K | 0.69% | 34 |
|
|
2023
Q1 | $1.88M | Buy |
15,049
+4,333
| +40% | +$541K | 0.84% | 30 |
|
|
2022
Q4 | $1.21M | Buy |
+10,716
| New | +$1.21M | 0.57% | 41 |
|
|
2022
Q1 | – | Sell |
-3,119
| Closed | -$525K | – | 211 |
|
|
2021
Q4 | $525K | Buy |
3,119
+50
| +2% | +$8.42K | 0.15% | 135 |
|
|
2021
Q3 | $385K | Buy |
3,069
+61
| +2% | +$7.65K | 0.13% | 162 |
|
|
2021
Q2 | $360K | Buy |
3,008
+209
| +7% | +$25K | 0.12% | 169 |
|
|
2021
Q1 | $297K | Buy |
+2,799
| New | +$297K | 0.1% | 169 |
|