SFA
Source Financial Advisors’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $259K | Sell |
2,053
-527
| -20% | -$66.5K | 0.08% | 102 |
|
|
2024
Q2 | $290K | Sell |
2,580
-67
| -3% | -$7.53K | 0.09% | 95 |
|
|
2024
Q1 | $345K | Sell |
2,647
-1,338
| -34% | -$174K | 0.1% | 89 |
|
|
2023
Q4 | $531K | Sell |
3,985
-218
| -5% | -$29.1K | 0.16% | 78 |
|
|
2023
Q3 | $472K | Sell |
4,203
-235
| -5% | -$26.4K | 0.16% | 79 |
|
|
2023
Q2 | $544K | Buy |
4,438
+88
| +2% | +$10.8K | 0.18% | 75 |
|
|
2023
Q1 | $543K | Sell |
4,350
-1,682
| -28% | -$210K | 0.18% | 73 |
|
|
2022
Q4 | $680K | Buy |
6,032
+28
| +0.5% | +$3.16K | 0.26% | 66 |
|
|
2022
Q3 | $610K | Sell |
6,004
-212
| -3% | -$21.5K | 0.24% | 67 |
|
|
2022
Q2 | $732K | Sell |
6,216
-136
| -2% | -$16K | 0.29% | 63 |
|
|
2022
Q1 | $1.03M | Sell |
6,352
-201
| -3% | -$32.5K | 0.3% | 53 |
|
|
2021
Q4 | $1.1M | Sell |
6,553
-141
| -2% | -$23.7K | 0.3% | 54 |
|
|
2021
Q3 | $840K | Sell |
6,694
-127
| -2% | -$15.9K | 0.22% | 55 |
|
|
2021
Q2 | $815K | Buy |
6,821
+198
| +3% | +$23.7K | 0.21% | 57 |
|
|
2021
Q1 | $702K | Buy |
6,623
+50
| +0.8% | +$5.3K | 0.19% | 61 |
|
|
2020
Q4 | $655K | Buy |
+6,573
| New | +$655K | 0.18% | 64 |
|