RPWA
Regent Peak Wealth Advisors’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,615
| Closed | -$204K | – | 193 |
|
|
2024
Q3 | $204K | Buy |
+1,615
| New | +$204K | 0.05% | 169 |
|
|
2024
Q2 | – | Sell |
-1,553
| Closed | -$202K | – | 177 |
|
|
2024
Q1 | $202K | Sell |
1,553
-162
| -9% | -$21.1K | 0.05% | 162 |
|
|
2023
Q4 | $229K | Sell |
1,715
-174
| -9% | -$23.2K | 0.06% | 139 |
|
|
2023
Q3 | $212K | Buy |
1,889
+18
| +1% | +$2.02K | 0.06% | 136 |
|
|
2023
Q2 | $229K | Buy |
1,871
+8
| +0.4% | +$981 | 0.07% | 133 |
|
|
2023
Q1 | $232K | Buy |
1,863
+33
| +2% | +$4.12K | 0.07% | 134 |
|
|
2022
Q4 | $206K | Buy |
+1,830
| New | +$206K | 0.07% | 155 |
|
|
2021
Q1 | – | Sell |
-940
| Closed | -$94K | – | 755 |
|
|
2020
Q4 | $94K | Buy |
+940
| New | +$94K | 0.03% | 227 |
|