Pinnacle Wealth Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-23,208
| Closed | -$130K | – | 509 |
|
|
2023
Q3 | $130K | Buy |
+23,208
| New | +$130K | 0.02% | 397 |
|
|
2023
Q2 | – | Sell |
-19,462
| Closed | -$142K | – | 495 |
|
|
2023
Q1 | $142K | Buy |
+19,462
| New | +$142K | 0.02% | 419 |
|
|
2021
Q1 | – | Sell |
-1,307
| Closed | -$22K | – | 1486 |
|
|
2020
Q4 | $22K | Buy |
+1,307
| New | +$22K | 0.01% | 1120 |
|
|
2018
Q1 | – | Sell |
-11,912
| Closed | -$234K | – | 180 |
|
|
2017
Q4 | $234K | Buy |
+11,912
| New | +$234K | 0.48% | 49 |
|