TW
Transform Wealth’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $301K | Buy |
2,691
+78
| +3% | +$8.72K | 0.02% | 206 |
|
|
2024
Q4 | $276K | Sell |
2,613
-416
| -14% | -$44K | 0.02% | 223 |
|
|
2024
Q3 | $383K | Sell |
3,029
-250
| -8% | -$31.6K | 0.03% | 168 |
|
|
2024
Q2 | $368K | Sell |
3,279
-158
| -5% | -$17.7K | 0.03% | 166 |
|
|
2024
Q1 | $448K | Hold |
3,437
| – | – | 0.04% | 158 |
|
|
2023
Q4 | $458K | Hold |
3,437
| – | – | 0.04% | 173 |
|
|
2023
Q3 | $386K | Sell |
3,437
-149
| -4% | -$16.7K | 0.04% | 186 |
|
|
2023
Q2 | $440K | Buy |
3,586
+15
| +0.4% | +$1.84K | 0.04% | 184 |
|
|
2023
Q1 | $445K | Sell |
3,571
-1,027
| -22% | -$128K | 0.04% | 177 |
|
|
2022
Q4 | $518K | Sell |
4,598
-184
| -4% | -$20.7K | 0.06% | 145 |
|
|
2022
Q3 | $486K | Sell |
4,782
-2,090
| -30% | -$212K | 0.06% | 124 |
|
|
2022
Q2 | $809K | Sell |
6,872
-299
| -4% | -$35.2K | 0.12% | 102 |
|
|
2022
Q1 | $1.16M | Sell |
7,171
-837
| -10% | -$135K | 0.13% | 104 |
|
|
2021
Q4 | $1.35M | Sell |
8,008
-471
| -6% | -$79.3K | 0.14% | 98 |
|
|
2021
Q3 | $1.06M | Sell |
8,479
-427
| -5% | -$53.5K | 0.12% | 109 |
|
|
2021
Q2 | $1.07M | Buy |
8,906
+3,884
| +77% | +$464K | 0.13% | 116 |
|
|
2021
Q1 | $532K | Sell |
5,022
-325
| -6% | -$34.4K | 0.11% | 150 |
|
|
2020
Q4 | $533K | Sell |
5,347
-4,163
| -44% | -$415K | 0.11% | 143 |
|
|
2020
Q3 | $957K | Sell |
9,510
-97
| -1% | -$9.76K | 0.15% | 102 |
|
|
2020
Q2 | $897K | Sell |
9,607
-1,165
| -11% | -$109K | 0.15% | 103 |
|
|
2020
Q1 | $866K | Sell |
10,772
-198
| -2% | -$15.9K | 0.18% | 110 |
|
|
2019
Q4 | $978K | Sell |
10,970
-565
| -5% | -$50.4K | 0.16% | 121 |
|
|
2019
Q3 | $983K | Sell |
11,535
-430
| -4% | -$36.6K | 0.17% | 116 |
|
|
2019
Q2 | $958K | Buy |
11,965
+1,686
| +16% | +$135K | 0.14% | 138 |
|
|
2019
Q1 | $740K | Sell |
10,279
-3,722
| -27% | -$268K | 0.14% | 121 |
|
|
2018
Q4 | $822K | Sell |
14,001
-896
| -6% | -$52.6K | 0.17% | 118 |
|
|
2018
Q3 | $1.01M | Sell |
14,897
-2,185
| -13% | -$148K | 0.18% | 125 |
|
|
2018
Q2 | $1.12M | Sell |
17,082
-1,958
| -10% | -$129K | 0.2% | 126 |
|
|
2018
Q1 | $1.2M | Sell |
19,040
-850
| -4% | -$53.5K | 0.23% | 128 |
|
|
2017
Q4 | $1.28M | Buy |
19,890
+5
| +0% | +$323 | 0.24% | 134 |
|
|
2017
Q3 | $1.26M | Buy |
+19,885
| New | +$1.26M | 0.44% | 85 |
|
|
2017
Q2 | – | Sell |
-22,869
| Closed | -$1.19M | – | 136 |
|
|
2017
Q1 | $1.19M | Sell |
22,869
-980
| -4% | -$50.8K | 0.44% | 74 |
|
|
2016
Q4 | $1.26M | Buy |
23,849
+6,528
| +38% | +$345K | 0.5% | 61 |
|
|
2016
Q3 | $927K | Sell |
17,321
-7,225
| -29% | -$387K | 0.4% | 84 |
|
|
2016
Q2 | $1.2M | Buy |
+24,546
| New | +$1.2M | 0.51% | 67 |
|