SPIA
PDM

Steward Partners Investment Advisory’s Piedmont Realty Trust PDM Stock Holding History

Steward Partners Investment Advisory’s Portfolio PDM Stock Details PDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,000
Closed -$10.1K – 4063
2024
Q3 		$10.1K Hold
1,000
– – ﹤0.01% 2942
2024
Q2 		$7.25K Buy
1,000
+203
+25% +$1.41K ﹤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 +$7.32K ﹤0.01% 2735
2019
Q4 		– Sell
-8
Closed – – 2700
2019
Q3 		$0 Hold
8
– – ﹤0.01% 2726
2019
Q2 		$0 Buy
+8
New +$165 ﹤0.01% 2669
2018
Q4 		– Sell
-8
Closed – – 1735
2018
Q3 		$0 Hold
8
– – ﹤0.01% 2668
2018
Q2 		$0 Sell
8
-52
-87% -$964 ﹤0.01% 2522
2018
Q1 		$1K Buy
+60
New +$1.11K ﹤0.01% 2154

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WAM
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PMG
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VC
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Geode Capital Management
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Prudential Financial
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return