SWM
PDM
Sugarloaf Wealth Management’s Piedmont Realty Trust, Inc. PDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,353
| Closed | -$13.7K | – | 706 |
|
|
2024
Q3 | $13.7K | Buy |
1,353
+6
| +0.4% | +$61 | ﹤0.01% | 463 |
|
|
2024
Q2 | $9.77K | Buy |
1,347
+9
| +0.7% | +$65 | ﹤0.01% | 481 |
|
|
2024
Q1 | $9.41K | Buy |
1,338
+47
| +4% | +$331 | ﹤0.01% | 490 |
|
|
2023
Q4 | $9.18K | Hold |
1,291
| – | – | ﹤0.01% | 497 |
|
|
2023
Q3 | $7.25K | Buy |
1,291
+25
| +2% | +$140 | ﹤0.01% | 501 |
|
|
2023
Q2 | $9.2K | Buy |
1,266
+38
| +3% | +$276 | ﹤0.01% | 485 |
|
|
2023
Q1 | $8.97K | Buy |
1,228
+58
| +5% | +$424 | ﹤0.01% | 490 |
|
|
2022
Q4 | $10.7K | Hold |
1,170
| – | – | ﹤0.01% | 487 |
|
|
2022
Q3 | $13K | Buy |
1,170
+20
| +2% | +$222 | ﹤0.01% | 482 |
|
|
2022
Q2 | $15K | Buy |
1,150
+18
| +2% | +$235 | ﹤0.01% | 450 |
|
|
2022
Q1 | $19K | Buy |
1,132
+27
| +2% | +$453 | ﹤0.01% | 407 |
|
|
2021
Q4 | $20K | Hold |
1,105
| – | – | ﹤0.01% | 427 |
|
|
2021
Q3 | $19K | Buy |
1,105
+13
| +1% | +$224 | 0.01% | 427 |
|
|
2021
Q2 | $20K | Buy |
1,092
+12
| +1% | +$220 | 0.01% | 411 |
|
|
2021
Q1 | $19 | Sell |
1,080
-668
| -38% | -$12 | 0.01% | 417 |
|
|
2020
Q4 | $28K | Hold |
1,748
| – | – | 0.01% | 332 |
|
|
2020
Q3 | $24K | Hold |
1,748
| – | – | 0.01% | 328 |
|
|
2020
Q2 | $29K | Hold |
1,748
| – | – | 0.01% | 307 |
|
|
2020
Q1 | $31K | Hold |
1,748
| – | – | 0.01% | 278 |
|
|
2019
Q4 | $39K | Buy |
+1,748
| New | +$39K | 0.02% | 279 |
|