RWB
RMR Wealth Builders’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,918
| Closed | -$214K | – | 290 |
|
|
2025
Q1 | $214K | Sell |
1,918
-715
| -27% | -$79.9K | 0.02% | 245 |
|
|
2024
Q4 | $278K | Buy |
2,633
+487
| +23% | +$51.5K | 0.03% | 216 |
|
|
2024
Q3 | $271K | Sell |
2,146
-75
| -3% | -$9.47K | 0.03% | 220 |
|
|
2024
Q2 | $249K | Buy |
2,221
+176
| +9% | +$19.8K | 0.03% | 218 |
|
|
2024
Q1 | $268K | Sell |
2,045
-6
| -0.3% | -$787 | 0.03% | 220 |
|
|
2023
Q4 | $273K | Sell |
2,051
-836
| -29% | -$111K | 0.04% | 199 |
|
|
2023
Q3 | $324K | Buy |
2,887
+1,216
| +73% | +$136K | 0.05% | 177 |
|
|
2023
Q2 | $205K | Buy |
1,671
+1
| +0.1% | +$123 | 0.03% | 203 |
|
|
2023
Q1 | $208K | Buy |
+1,670
| New | +$208K | 0.04% | 198 |
|
|
2022
Q3 | – | Sell |
-1,824
| Closed | -$215K | – | 208 |
|
|
2022
Q2 | $215K | Buy |
1,824
+281
| +18% | +$33.1K | 0.05% | 180 |
|
|
2022
Q1 | $249K | Buy |
+1,543
| New | +$249K | 0.05% | 176 |
|
|
2021
Q2 | – | Sell |
-1,182
| Closed | -$125K | – | 552 |
|
|
2021
Q1 | $125K | Hold |
1,182
| – | – | 0.03% | 246 |
|
|
2020
Q4 | $118K | Buy |
+1,182
| New | +$118K | 0.06% | 193 |
|
|
2020
Q3 | – | Sell |
-1,210
| Closed | -$113K | – | 404 |
|
|
2020
Q2 | $113K | Buy |
+1,210
| New | +$113K | 0.1% | 160 |
|
|
2019
Q4 | $88K | Buy |
+992
| New | +$88K | 0.08% | 182 |
|