Strategic Wealth Partners’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.89M | Buy |
+94,090
| New | +$9.89M | 0.78% | 37 |
|
|
2024
Q4 | $9.93M | Buy |
82,149
+14,637
| +22% | +$1.77M | 0.82% | 36 |
|
|
2024
Q3 | $8.53M | Buy |
67,512
+3,248
| +5% | +$410K | 0.82% | 34 |
|
|
2024
Q2 | $7.22M | Buy |
64,264
+18,022
| +39% | +$2.02M | 0.75% | 40 |
|
|
2024
Q1 | $6.02M | Buy |
46,242
+10,228
| +28% | +$1.33M | 0.66% | 54 |
|
|
2023
Q4 | $4.8M | Buy |
36,014
+17,447
| +94% | +$2.33M | 0.59% | 60 |
|
|
2023
Q3 | $2.08M | Sell |
18,567
-96
| -0.5% | -$10.8K | 0.27% | 96 |
|
|
2023
Q2 | $2.29M | Buy |
18,663
+1,637
| +10% | +$201K | 0.3% | 102 |
|
|
2023
Q1 | $2.12M | Buy |
17,026
+1,720
| +11% | +$215K | 0.33% | 87 |
|
|
2022
Q4 | $1.73M | Sell |
15,306
-4,589
| -23% | -$517K | 0.32% | 94 |
|
|
2022
Q3 | $2.02M | Buy |
19,895
+1,868
| +10% | +$190K | 0.43% | 81 |
|
|
2022
Q2 | $2.12M | Buy |
18,027
+2,879
| +19% | +$339K | 0.46% | 78 |
|
|
2022
Q1 | $2.45M | Buy |
15,148
+2,762
| +22% | +$446K | 0.48% | 70 |
|
|
2021
Q4 | $2.09M | Buy |
12,386
+1,248
| +11% | +$210K | 0.4% | 80 |
|
|
2021
Q3 | $1.4M | Buy |
11,138
+526
| +5% | +$66K | 0.41% | 66 |
|
|
2021
Q2 | $1.27M | Buy |
10,612
+38
| +0.4% | +$4.54K | 0.41% | 63 |
|
|
2021
Q1 | $1.12M | Buy |
10,574
+2,499
| +31% | +$265K | 0.45% | 58 |
|
|
2020
Q4 | $805K | Buy |
8,075
+830
| +11% | +$82.7K | 0.34% | 76 |
|
|
2020
Q3 | $729K | Buy |
7,245
+298
| +4% | +$30K | 0.37% | 71 |
|
|
2020
Q2 | $648K | Buy |
+6,947
| New | +$648K | 0.33% | 79 |
|
|
2019
Q4 | – | Sell |
-168
| Closed | -$14 | – | 400 |
|
|
2019
Q3 | $14 | Buy |
+168
| New | +$14 | ﹤0.01% | 470 |
|