Phillips Wealth Planners’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,750
| Closed | -$388K | – | 189 |
|
|
2024
Q4 | $388K | Sell |
3,750
-469
| -11% | -$48.6K | 0.39% | 80 |
|
|
2024
Q3 | $536K | Buy |
4,219
+870
| +26% | +$110K | 0.51% | 65 |
|
|
2024
Q2 | $390K | Buy |
3,349
+300
| +10% | +$35K | 0.41% | 84 |
|
|
2024
Q1 | $350K | Sell |
3,049
-144
| -5% | -$16.5K | 0.4% | 85 |
|
|
2023
Q4 | $403K | Sell |
3,193
-45
| -1% | -$5.68K | 0.49% | 68 |
|
|
2023
Q3 | $332K | Buy |
3,238
+34
| +1% | +$3.49K | 0.45% | 85 |
|
|
2023
Q2 | $393K | Buy |
3,204
+48
| +2% | +$5.89K | 0.52% | 73 |
|
|
2023
Q1 | $386K | Sell |
3,156
-55
| -2% | -$6.73K | 0.51% | 72 |
|
|
2022
Q4 | $415K | Buy |
+3,211
| New | +$415K | 0.72% | 49 |
|