Sweet Financial Partners’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $588K | Hold |
4,655
| – | – | 0.13% | 119 |
|
|
2024
Q2 | $523K | Buy |
4,655
+500
| +12% | +$56.2K | 0.12% | 118 |
|
|
2024
Q1 | $541K | Hold |
4,155
| – | – | 0.12% | 122 |
|
|
2023
Q4 | $554K | Buy |
4,155
+500
| +14% | +$66.7K | 0.13% | 109 |
|
|
2023
Q3 | $410K | Buy |
3,655
+525
| +17% | +$58.9K | 0.11% | 120 |
|
|
2023
Q2 | $384K | Hold |
3,130
| – | – | 0.1% | 122 |
|
|
2023
Q1 | $391K | Hold |
3,130
| – | – | 0.11% | 116 |
|
|
2022
Q4 | $353K | Buy |
3,130
+630
| +25% | +$71K | 0.1% | 121 |
|
|
2022
Q3 | $254K | Buy |
+2,500
| New | +$254K | 0.08% | 144 |
|