RSWM
Robertson Stephens Wealth Management’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,517
| Closed | -$202K | – | 502 |
|
|
2023
Q4 | $202K | Buy |
+1,517
| New | +$202K | 0.01% | 431 |
|
|
2023
Q2 | – | Sell |
-1,680
| Closed | -$210K | – | 445 |
|
|
2023
Q1 | $210K | Buy |
+1,680
| New | +$210K | 0.02% | 416 |
|
|
2022
Q4 | – | Sell |
-2,135
| Closed | -$216K | – | 427 |
|
|
2022
Q3 | $216K | Buy |
2,135
+9
| +0.4% | +$911 | 0.02% | 330 |
|
|
2022
Q2 | $250K | Buy |
2,126
+166
| +8% | +$19.5K | 0.02% | 318 |
|
|
2022
Q1 | $316K | Buy |
1,960
+183
| +10% | +$29.5K | 0.03% | 302 |
|
|
2021
Q4 | $299K | Buy |
1,777
+7
| +0.4% | +$1.18K | 0.03% | 318 |
|
|
2021
Q3 | $222K | Sell |
1,770
-7
| -0.4% | -$878 | 0.03% | 291 |
|
|
2021
Q2 | $212K | Buy |
+1,777
| New | +$212K | 0.03% | 312 |
|