Steward Partners Investment Advisory’s Piedmont Realty Trust, Inc. PDM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,000
| Closed | -$10.1K | – | 4064 |
|
2024
Q3 | $10.1K | Hold |
1,000
| – | – | ﹤0.01% | 2942 |
|
2024
Q2 | $7.25K | Buy |
1,000
+203
| +25% | +$1.47K | ﹤0.01% | 2924 |
|
2024
Q1 | $5.6K | Hold |
797
| – | – | ﹤0.01% | 3006 |
|
2023
Q4 | $5.67K | Hold |
797
| – | – | ﹤0.01% | 2912 |
|
2023
Q3 | $4.48K | Hold |
797
| – | – | ﹤0.01% | 2863 |
|
2023
Q2 | $5.79K | Hold |
797
| – | – | ﹤0.01% | 2746 |
|
2023
Q1 | $5.82K | Buy |
+797
| New | +$5.82K | ﹤0.01% | 2735 |
|
2019
Q4 | – | Sell |
-8
| Closed | – | – | 2700 |
|
2019
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 2726 |
|
2019
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 2669 |
|
2018
Q4 | – | Sell |
-8
| Closed | – | – | 1737 |
|
2018
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 2668 |
|
2018
Q2 | $0 | Sell |
8
-52
| -87% | – | ﹤0.01% | 2522 |
|
2018
Q1 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 2154 |
|