SWA
SOA Wealth Advisors’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,958
| Closed | -$14.8K | – | 919 |
|
|
2025
Q1 | $14.8K | Buy |
8,958
+8,905
| +16,802% | +$14.7K | ﹤0.01% | 515 |
|
|
2024
Q4 | $5.6K | Hold |
53
| – | – | ﹤0.01% | 605 |
|
|
2024
Q3 | $6.69K | Hold |
53
| – | – | ﹤0.01% | 578 |
|
|
2024
Q2 | $5.95K | Sell |
53
-5
| -9% | -$562 | ﹤0.01% | 589 |
|
|
2024
Q1 | $7.55K | Hold |
58
| – | – | ﹤0.01% | 571 |
|
|
2023
Q4 | $7.73K | Hold |
58
| – | – | ﹤0.01% | 556 |
|
|
2023
Q3 | $6.51K | Hold |
58
| – | – | ﹤0.01% | 575 |
|
|
2023
Q2 | $7.11K | Hold |
58
| – | – | ﹤0.01% | 572 |
|
|
2023
Q1 | $7.24K | Hold |
58
| – | – | ﹤0.01% | 571 |
|
|
2022
Q4 | $6.54K | Hold |
58
| – | – | ﹤0.01% | 577 |
|
|
2022
Q3 | $5K | Hold |
58
| – | – | ﹤0.01% | 610 |
|
|
2022
Q2 | $6K | Sell |
58
-104
| -64% | -$10.8K | ﹤0.01% | 569 |
|
|
2022
Q1 | $26K | Hold |
162
| – | – | 0.01% | 414 |
|
|
2021
Q4 | $27K | Hold |
162
| – | – | 0.01% | 396 |
|
|
2021
Q3 | $20K | Hold |
162
| – | – | 0.01% | 457 |
|
|
2021
Q2 | $19K | Buy |
162
+75
| +86% | +$8.8K | ﹤0.01% | 469 |
|
|
2021
Q1 | $9K | Hold |
87
| – | – | ﹤0.01% | 530 |
|
|
2020
Q4 | $9K | Buy |
+87
| New | +$9K | ﹤0.01% | 532 |
|