Redwood Wealth Management Group’s Presidio Property Trust SQFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,835
| Closed | -$26.7K | – | 963 |
|
|
2024
Q2 | $26.7K | Buy |
+3,835
| New | +$26.7K | 0.02% | 397 |
|
|
2024
Q1 | – | Sell |
-4,056
| Closed | -$41.8K | – | 137 |
|
|
2023
Q4 | $41.8K | Sell |
4,056
-1,636
| -29% | -$16.9K | 0.05% | 133 |
|
|
2023
Q3 | $45.3K | Sell |
5,692
-144
| -2% | -$1.15K | 0.05% | 131 |
|
|
2023
Q2 | $52.7K | Sell |
5,836
-59
| -1% | -$533 | 0.06% | 138 |
|
|
2023
Q1 | $60.8K | Buy |
5,895
+118
| +2% | +$1.22K | 0.07% | 145 |
|
|
2022
Q4 | $54.9K | Buy |
+5,777
| New | +$54.9K | 0.07% | 136 |
|