TrinityPoint Wealth’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $415K | Buy |
3,930
+328
| +9% | +$34.7K | 0.06% | 240 |
|
2024
Q3 | $455K | Buy |
3,602
+339
| +10% | +$42.8K | 0.07% | 230 |
|
2024
Q2 | $366K | Buy |
3,263
+823
| +34% | +$92.4K | 0.06% | 235 |
|
2024
Q1 | $318K | Buy |
2,440
+212
| +10% | +$27.6K | 0.05% | 241 |
|
2023
Q4 | $297K | Buy |
2,228
+340
| +18% | +$45.3K | 0.05% | 242 |
|
2023
Q3 | $212K | Buy |
+1,888
| New | +$212K | 0.04% | 265 |
|