Regal Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Hold |
0
| – | -$802K | – | 268 |
|
|
2016
Q3 | – | Hold |
0
| – | -$813K | – | 117 |
|
|
2016
Q2 | – | Hold |
0
| – | -$768K | – | 122 |
|
|
2016
Q1 | – | Sell |
-23,520
| Closed | -$444K | – | 121 |
|
|
2015
Q4 | $444K | Buy |
23,520
+407
| +2% | +$7.68K | 0.12% | 161 |
|
|
2015
Q3 | $413K | Buy |
23,113
+12,515
| +118% | +$224K | 0.11% | 165 |
|
|
2015
Q2 | $186K | Hold |
10,598
| – | – | 0.05% | 255 |
|
|
2015
Q1 | $197K | Sell |
10,598
-3,901
| -27% | -$72.5K | 0.05% | 256 |
|
|
2014
Q4 | $273K | Sell |
14,499
-2,336
| -14% | -$44K | 0.07% | 186 |
|
|
2014
Q3 | $297K | Buy |
16,835
+4,034
| +32% | +$71.2K | 0.09% | 187 |
|
|
2014
Q2 | $242K | Sell |
12,801
-3,235
| -20% | -$61.2K | 0.09% | 187 |
|
|
2014
Q1 | $275K | Buy |
16,036
+11,568
| +259% | +$198K | 0.12% | 160 |
|
|
2013
Q4 | $74K | Buy |
4,468
+3,152
| +240% | +$52.2K | 0.04% | 243 |
|
|
2013
Q3 | $23K | Hold |
1,316
| – | – | 0.01% | 446 |
|
|
2013
Q2 | $24K | Buy |
+1,316
| New | +$24K | 0.01% | 426 |
|