SWA
Sutton Wealth Advisors’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $50.2K | Hold |
447
| – | – | 0.02% | 224 |
|
|
2023
Q2 | $54.8K | Sell |
447
-1
| -0.2% | -$123 | 0.03% | 215 |
|
|
2023
Q1 | $55.9K | Sell |
448
-1,179
| -72% | -$147K | 0.03% | 194 |
|
|
2022
Q4 | $183K | Buy |
1,627
+69
| +4% | +$7.78K | 0.07% | 183 |
|
|
2022
Q3 | $158K | Buy |
1,558
+5
| +0.3% | +$508 | 0.06% | 190 |
|
|
2022
Q2 | $183K | Buy |
1,553
+36
| +2% | +$4.24K | 0.07% | 174 |
|
|
2022
Q1 | $245K | Buy |
1,517
+8
| +0.5% | +$1.29K | 0.08% | 159 |
|
|
2021
Q4 | $254K | Hold |
1,509
| – | – | 0.08% | 159 |
|
|
2021
Q3 | $189K | Buy |
1,509
+5
| +0.3% | +$627 | 0.07% | 179 |
|
|
2021
Q2 | $180K | Hold |
1,504
| – | – | 0.07% | 186 |
|
|
2021
Q1 | $159K | Buy |
1,504
+10
| +0.7% | +$1.06K | 0.06% | 195 |
|
|
2020
Q4 | $149K | Buy |
1,494
+25
| +2% | +$2.49K | 0.06% | 188 |
|
|
2020
Q3 | $148K | Hold |
1,469
| – | – | 0.07% | 171 |
|
|
2020
Q2 | $137K | Buy |
1,469
+12
| +0.8% | +$1.12K | 0.07% | 175 |
|
|
2020
Q1 | $117K | Buy |
1,457
+180
| +14% | +$14.5K | 0.07% | 177 |
|
|
2019
Q4 | $114K | Hold |
1,277
| – | – | 0.06% | 202 |
|
|
2019
Q3 | $109K | Buy |
1,277
+18
| +1% | +$1.53K | 0.06% | 201 |
|
|
2019
Q2 | $101K | Buy |
1,259
+13
| +1% | +$1.04K | 0.06% | 209 |
|
|
2019
Q1 | $89.7K | Buy |
1,246
+8
| +0.6% | +$576 | 0.05% | 223 |
|
|
2018
Q4 | $72.7K | Hold |
1,238
| – | – | 0.05% | 230 |
|
|
2018
Q3 | $83.9K | Buy |
1,238
+233
| +23% | +$15.8K | 0.06% | 215 |
|
|
2018
Q2 | $66K | Hold |
1,005
| – | – | 0.05% | 238 |
|
|
2018
Q1 | $63.3K | Hold |
1,005
| – | – | 0.05% | 233 |
|
|
2017
Q4 | $64.8K | Hold |
1,005
| – | – | 0.05% | 231 |
|
|
2017
Q3 | $63.8K | Hold |
1,005
| – | – | 0.05% | 233 |
|
|
2017
Q2 | $58.9K | Hold |
1,005
| – | – | 0.05% | 241 |
|
|
2017
Q1 | $52.1K | Hold |
1,005
| – | – | 0.04% | 254 |
|
|
2016
Q4 | $53.1K | Hold |
1,005
| – | – | 0.05% | 256 |
|
|
2016
Q3 | $53.8K | Hold |
1,005
| – | – | 0.05% | 245 |
|
|
2016
Q2 | $49.3K | Hold |
1,005
| – | – | 0.05% | 246 |
|
|
2016
Q1 | $44.4K | Buy |
+1,005
| New | +$44.4K | 0.04% | 263 |
|