RWIA
Roger Wittlin Investment Advisory’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
2,079
-3,931
| -65% | -$413K | 0.12% | 41 |
|
|
2025
Q1 | $672K | Buy |
6,010
+54
| +0.9% | +$6.04K | 0.39% | 27 |
|
|
2024
Q4 | $630K | Sell |
5,956
-2,399
| -29% | -$254K | 0.35% | 30 |
|
|
2024
Q3 | $1.06M | Buy |
8,355
+64
| +0.8% | +$8.08K | 0.61% | 26 |
|
|
2024
Q2 | $931K | Sell |
8,291
-6,388
| -44% | -$717K | 0.6% | 27 |
|
|
2024
Q1 | $1.91M | Buy |
14,679
+97
| +0.7% | +$12.6K | 1.34% | 19 |
|
|
2023
Q4 | $1.94M | Buy |
14,582
+115
| +0.8% | +$15.3K | 1.44% | 20 |
|
|
2023
Q3 | $1.62M | Buy |
14,467
+97
| +0.7% | +$10.9K | 1.38% | 19 |
|
|
2023
Q2 | $1.76M | Buy |
14,370
+99
| +0.7% | +$12.1K | 1.43% | 19 |
|
|
2023
Q1 | $1.78M | Buy |
14,271
+7,449
| +109% | +$929K | 1.59% | 18 |
|
|
2022
Q4 | $769K | Buy |
+6,822
| New | +$769K | 0.77% | 23 |
|