Triad Financial Advisors’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $234K | Buy |
2,083
+4
| +0.2% | +$449 | 0.08% | 91 |
|
|
2023
Q2 | $255K | Sell |
2,079
-138
| -6% | -$16.9K | 0.1% | 81 |
|
|
2023
Q1 | $277K | Sell |
2,217
-134
| -6% | -$16.7K | 0.12% | 80 |
|
|
2022
Q4 | $265K | Hold |
2,351
| – | – | 0.12% | 91 |
|
|
2022
Q3 | $239K | Sell |
2,351
-200
| -8% | -$20.3K | 0.13% | 86 |
|
|
2022
Q2 | $300K | Sell |
2,551
-518
| -17% | -$60.9K | 0.17% | 76 |
|
|
2022
Q1 | $496K | Sell |
3,069
-302
| -9% | -$48.8K | 0.27% | 50 |
|
|
2021
Q4 | $568K | Buy |
+3,371
| New | +$568K | 0.34% | 45 |
|