TCI Wealth Advisors’s Piedmont Realty Trust PDM Stock Holding History

TCI Wealth Advisors’s Portfolio PDM Stock Details PDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,882	Closed	-$17.3K	–	2608
2022 Q4	$17.3K	Buy	1,882 +210	+13%	+$2.07K	﹤0.01%	762
2022 Q3	$18K	Buy	+1,672	New	+$21K	﹤0.01%	710
2022 Q2	–	Sell	-530	Closed	-$9K	–	2459
2022 Q1	$9K	Hold	530	–	–	﹤0.01%	1178
2021 Q4	$10K	Hold	530	–	–	﹤0.01%	1188
2021 Q3	$9K	Hold	530	–	–	﹤0.01%	1188
2021 Q2	$10K	Hold	530	–	–	﹤0.01%	975
2021 Q1	$9K	Buy	+530	New	+$8.94K	﹤0.01%	931
2020 Q4	–	Sell	-103	Closed	-$1K	–	1629
2020 Q3	$1K	Buy	+103	New	+$1.59K	﹤0.01%	1389
2020 Q1	–	Sell	-27	Closed	-$1K	–	1688
2019 Q4	$1K	Hold	27	–	–	﹤0.01%	1405
2019 Q3	$1K	Hold	27	–	–	﹤0.01%	1356
2019 Q2	$1K	Sell	27 -70	-72%	-$1.44K	﹤0.01%	1271
2019 Q1	$2K	Hold	97	–	–	﹤0.01%	1059
2018 Q4	$2K	Hold	97	–	–	﹤0.01%	1033
2018 Q3	$2K	Hold	97	–	–	﹤0.01%	1063
2018 Q2	$2K	Hold	97	–	–	﹤0.01%	1115
2018 Q1	$2K	Sell	97 -133	-58%	-$2.46K	﹤0.01%	994
2017 Q4	$5K	Hold	230	–	–	﹤0.01%	795
2017 Q3	$5K	Hold	230	–	–	﹤0.01%	739
2017 Q2	$5K	Hold	230	–	–	﹤0.01%	760
2017 Q1	$5K	Hold	230	–	–	﹤0.01%	718
2016 Q4	$5K	Buy	230 +133	+137%	+$2.68K	﹤0.01%	779
2016 Q3	$2K	Hold	97	–	–	﹤0.01%	991
2016 Q2	$2K	Hold	97	–	–	﹤0.01%	953
2016 Q1	$2K	Hold	97	–	–	﹤0.01%	963
2015 Q4	$2K	Hold	97	–	–	﹤0.01%	882
2015 Q3	$2K	Hold	97	–	–	﹤0.01%	809
2015 Q2	$2K	Hold	97	–	–	﹤0.01%	817
2015 Q1	$2K	Hold	97	–	–	﹤0.01%	747
2014 Q4	$2K	Hold	97	–	–	﹤0.01%	747
2014 Q3	$2K	Hold	97	–	–	﹤0.01%	748
2014 Q2	$2K	Sell	97 -64	-40%	-$1.17K	﹤0.01%	771
2014 Q1	$3K	Buy	161 +14	+10%	+$234	﹤0.01%	660
2013 Q4	$2K	Hold	147	–	–	﹤0.01%	724
2013 Q3	$3K	Hold	147	–	–	﹤0.01%	591
2013 Q2	$3K	Buy	+147	New	+$2.86K	﹤0.01%	542