Summit Wealth & Retirement Planning’s Prologis PLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,183	Closed	-$272K	–	93
2023 Q1	$272K	Sell	2,183 -1,360	-38%	-$170K	0.1%	90
2022 Q4	$399K	Buy	+3,543	New	+$399K	0.16%	73