Rehmann Capital Advisory Group’s Piedmont Realty Trust PDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,091
| Closed | -$178K | – | 433 |
|
|
2020
Q1 | $178K | Buy |
+10,091
| New | +$218K | 0.03% | 365 |
|
|
2019
Q3 | $214K | Buy |
10,237
+36
| +0.4% | +$727 | 0.03% | 301 |
|
|
2019
Q2 | $203K | Buy |
10,201
+91
| +0.9% | +$1.88K | 0.03% | 431 |
|
|
2019
Q1 | $211K | Buy |
10,110
+9,190
| +999% | +$181K | 0.03% | 398 |
|
|
2018
Q4 | $15.7K | Buy |
920
+88
| +11% | +$1.6K | ﹤0.01% | 920 |
|
|
2018
Q3 | $15.7K | Sell |
832
-712
| -46% | -$14K | ﹤0.01% | 1201 |
|
|
2018
Q2 | $30.8K | Buy |
+1,544
| New | +$28.6K | ﹤0.01% | 954 |
|
|
2017
Q3 | – | Sell |
-16,876
| Closed | -$356K | – | 393 |
|
|
2017
Q2 | $356K | Sell |
16,876
-1,740
| -9% | -$37.6K | 0.07% | 213 |
|
|
2017
Q1 | $398K | Sell |
18,616
-682
| -4% | -$14.8K | 0.07% | 226 |
|
|
2016
Q4 | $404K | Sell |
19,298
-1,172
| -6% | -$23.6K | 0.07% | 224 |
|
|
2016
Q3 | $446K | Hold |
20,470
| – | – | 0.09% | 193 |
|
|
2016
Q2 | $441K | Sell |
20,470
-122
| -0.6% | -$2.48K | 0.08% | 193 |
|
|
2016
Q1 | $418K | Sell |
20,592
-163
| -0.8% | -$3.04K | 0.08% | 191 |
|
|
2015
Q4 | $392K | Sell |
20,755
-300
| -1% | -$5.74K | 0.08% | 188 |
|
|
2015
Q3 | $377K | Sell |
21,055
-264
| -1% | -$4.72K | 0.09% | 186 |
|
|
2015
Q2 | $375K | Sell |
21,319
-16
| -0.1% | -$284 | 0.09% | 191 |
|
|
2015
Q1 | $397K | Sell |
21,335
-100
| -0.5% | -$1.89K | 0.09% | 185 |
|
|
2014
Q4 | $404K | Sell |
21,435
-6,093
| -22% | -$115K | 0.09% | 186 |
|
|
2014
Q3 | $486K | Sell |
27,528
-202
| -0.7% | -$3.88K | 0.12% | 155 |
|
|
2014
Q2 | $525K | Sell |
27,730
-62
| -0.2% | -$1.14K | 0.13% | 138 |
|
|
2014
Q1 | $477K | Hold |
27,792
| – | – | 0.13% | 144 |
|
|
2013
Q4 | $459K | Sell |
27,792
-1,868
| -6% | -$32.3K | 0.14% | 143 |
|
|
2013
Q3 | $515K | Buy |
29,660
+492
| +2% | +$8.79K | 0.17% | 118 |
|
|
2013
Q2 | $522K | Buy |
+29,168
| New | +$567K | 0.18% | 106 |
|
Other funds holding PDM
CIMLRA
N
