SHFA
SC&H Financial Advisors’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
4,212
+451
| +12% | +$47.4K | 0.08% | 93 |
|
|
2025
Q1 | $420K | Hold |
3,761
| – | – | 0.08% | 97 |
|
|
2024
Q4 | $398K | Sell |
3,761
-2,259
| -38% | -$239K | 0.08% | 98 |
|
|
2024
Q3 | $760K | Sell |
6,020
-18
| -0.3% | -$2.27K | 0.17% | 75 |
|
|
2024
Q2 | $678K | Sell |
6,038
-362
| -6% | -$40.7K | 0.17% | 79 |
|
|
2024
Q1 | $833K | Sell |
6,400
-300
| -4% | -$39.1K | 0.22% | 69 |
|
|
2023
Q4 | $893K | Sell |
6,700
-525
| -7% | -$70K | 0.26% | 60 |
|
|
2023
Q3 | $811K | Hold |
7,225
| – | – | 0.27% | 63 |
|
|
2023
Q2 | $886K | Hold |
7,225
| – | – | 0.29% | 62 |
|
|
2023
Q1 | $901K | Buy |
7,225
+23
| +0.3% | +$2.87K | 0.33% | 59 |
|
|
2022
Q4 | $812K | Hold |
7,202
| – | – | 0.34% | 63 |
|
|
2022
Q3 | $732K | Hold |
7,202
| – | – | 0.37% | 57 |
|
|
2022
Q2 | $847K | Sell |
7,202
-809
| -10% | -$95.1K | 0.39% | 55 |
|
|
2022
Q1 | $1.29M | Sell |
8,011
-99
| -1% | -$16K | 0.62% | 34 |
|
|
2021
Q4 | $1.37M | Buy |
+8,110
| New | +$1.37M | 0.75% | 29 |
|