ProVise Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-32,432
| Closed | -$604K | – | 303 |
|
|
2015
Q1 | $604K | Sell |
32,432
-5,725
| -15% | -$107K | 0.13% | 164 |
|
|
2014
Q4 | $719K | Sell |
38,157
-3,267
| -8% | -$61.6K | 0.15% | 150 |
|
|
2014
Q3 | $731K | Sell |
41,424
-625
| -1% | -$11K | 0.16% | 168 |
|
|
2014
Q2 | $796K | Sell |
42,049
-5,323
| -11% | -$101K | 0.17% | 153 |
|
|
2014
Q1 | $812K | Sell |
47,372
-4,676
| -9% | -$80.2K | 0.2% | 135 |
|
|
2013
Q4 | $860K | Sell |
52,048
-16,128
| -24% | -$266K | 0.22% | 127 |
|
|
2013
Q3 | $1.18M | Sell |
68,176
-4,999
| -7% | -$86.8K | 0.34% | 85 |
|
|
2013
Q2 | $1.31M | Buy |
+73,175
| New | +$1.31M | 0.39% | 74 |
|