TMWM
Taylor & Morgan Wealth Management’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Hold |
2,025
| – | – | 0.14% | 67 |
|
|
2025
Q1 | $226K | Sell |
2,025
-47
| -2% | -$5.25K | 0.17% | 61 |
|
|
2024
Q4 | $219K | Sell |
2,072
-45
| -2% | -$4.76K | 0.15% | 63 |
|
|
2024
Q3 | $267K | Sell |
2,117
-260
| -11% | -$32.8K | 0.18% | 56 |
|
|
2024
Q2 | $267K | Sell |
2,377
-53
| -2% | -$5.95K | 0.19% | 51 |
|
|
2024
Q1 | $316K | Sell |
2,430
-30
| -1% | -$3.91K | 0.23% | 50 |
|
|
2023
Q4 | $328K | Sell |
2,460
-453
| -16% | -$60.4K | 0.26% | 47 |
|
|
2023
Q3 | $327K | Sell |
2,913
-15
| -0.5% | -$1.68K | 0.29% | 44 |
|
|
2023
Q2 | $359K | Sell |
2,928
-73
| -2% | -$8.95K | 0.29% | 46 |
|
|
2023
Q1 | $374K | Sell |
3,001
-170
| -5% | -$21.2K | 0.33% | 49 |
|
|
2022
Q4 | $357K | Sell |
3,171
-175
| -5% | -$19.7K | 0.34% | 50 |
|
|
2022
Q3 | $340K | Hold |
3,346
| – | – | 0.34% | 52 |
|
|
2022
Q2 | $394K | Sell |
3,346
-30
| -0.9% | -$3.53K | 0.37% | 49 |
|
|
2022
Q1 | $545K | Sell |
3,376
-278
| -8% | -$44.9K | 0.45% | 46 |
|
|
2021
Q4 | $615K | Buy |
+3,654
| New | +$615K | 0.5% | 42 |
|