United Capital Financial Advisors’s Piedmont Realty Trust, Inc. PDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,280
| Closed | -$79.3K | – | 1081 |
|
|
2024
Q1 | $79.3K | Sell |
11,280
-1,327
| -11% | -$9.33K | ﹤0.01% | 1049 |
|
|
2023
Q4 | $89.6K | Buy |
+12,607
| New | +$89.6K | ﹤0.01% | 1036 |
|
|
2015
Q1 | – | Sell |
-13,593
| Closed | -$256K | – | 1262 |
|
|
2014
Q4 | $256K | Buy |
13,593
+47
| +0.3% | +$885 | ﹤0.01% | 1021 |
|
|
2014
Q3 | $239K | Sell |
13,546
-682
| -5% | -$12K | ﹤0.01% | 987 |
|
|
2014
Q2 | $269K | Sell |
14,228
-3,649
| -20% | -$69K | 0.01% | 760 |
|
|
2014
Q1 | $307K | Buy |
17,877
+2,550
| +17% | +$43.8K | 0.01% | 776 |
|
|
2013
Q4 | $253K | Sell |
15,327
-520
| -3% | -$8.58K | 0.01% | 564 |
|
|
2013
Q3 | $275K | Buy |
15,847
+138
| +0.9% | +$2.4K | 0.01% | 576 |
|
|
2013
Q2 | $281K | Buy |
+15,709
| New | +$281K | 0.01% | 614 |
|