Summit Financial Strategies’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
1,966
+66
| +3% | +$6.94K | 0.02% | 141 |
|
|
2025
Q1 | $212K | Hold |
1,900
| – | – | 0.02% | 137 |
|
|
2024
Q4 | $201K | Hold |
1,900
| – | – | 0.02% | 138 |
|
|
2024
Q3 | $240K | Hold |
1,900
| – | – | 0.03% | 131 |
|
|
2024
Q2 | $213K | Hold |
1,900
| – | – | 0.03% | 133 |
|
|
2024
Q1 | $247K | Hold |
1,900
| – | – | 0.03% | 124 |
|
|
2023
Q4 | $253K | Hold |
1,900
| – | – | 0.04% | 119 |
|
|
2023
Q3 | $213K | Hold |
1,900
| – | – | 0.04% | 114 |
|
|
2023
Q2 | $233K | Hold |
1,900
| – | – | 0.04% | 109 |
|
|
2023
Q1 | $237K | Hold |
1,900
| – | – | 0.05% | 107 |
|
|
2022
Q4 | $214K | Buy |
+1,900
| New | +$214K | 0.05% | 108 |
|