Sugarloaf Wealth Management’s Piedmont Realty Trust PDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $13.7K | Buy |
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|
2024
Q2 | $9.77K | Buy |
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|
2024
Q1 | $9.41K | Buy |
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|
2023
Q4 | $9.18K | Hold |
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|
2023
Q3 | $7.25K | Buy |
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|
2023
Q2 | $9.2K | Buy |
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|
2023
Q1 | $8.97K | Buy |
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|
2022
Q4 | $10.7K | Hold |
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|
2022
Q3 | $13K | Buy |
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|
2022
Q2 | $15K | Buy |
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|
2022
Q1 | $19K | Buy |
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|
2021
Q4 | $20K | Hold |
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|
2021
Q3 | $19K | Buy |
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|
2021
Q2 | $20K | Buy |
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|
2021
Q1 | $19 | Sell |
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|
2020
Q4 | $28K | Hold |
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|
2020
Q3 | $24K | Hold |
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|
2020
Q2 | $29K | Hold |
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|
2020
Q1 | $31K | Hold |
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|
2019
Q4 | $39K | Buy |
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