Physician Wealth Advisors’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
1,919
+30
| +2% | +$3.15K | 0.03% | 184 |
|
|
2025
Q1 | $211K | Hold |
1,889
| – | – | 0.04% | 173 |
|
|
2024
Q4 | $200K | Sell |
1,889
-1
| -0.1% | -$106 | 0.03% | 183 |
|
|
2024
Q3 | $229K | Buy |
1,890
+11
| +0.6% | +$1.34K | 0.04% | 169 |
|
|
2024
Q2 | $228K | Sell |
1,879
-6
| -0.3% | -$729 | 0.04% | 161 |
|
|
2024
Q1 | $216K | Buy |
1,885
+193
| +11% | +$22.1K | 0.05% | 159 |
|
|
2023
Q4 | $218K | Buy |
+1,692
| New | +$218K | 0.05% | 152 |
|
|
2023
Q3 | – | Sell |
-1,662
| Closed | -$206K | – | 152 |
|
|
2023
Q2 | $206K | Hold |
1,662
| – | – | 0.05% | 146 |
|
|
2023
Q1 | $208K | Hold |
1,662
| – | – | 0.05% | 145 |
|
|
2022
Q4 | $210K | Buy |
+1,662
| New | +$210K | 0.06% | 145 |
|