Valeo 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Hold |
0
| – | – | – | 1641 |
|
2018
Q4 | – | Sell |
-45
| Closed | -$1K | – | 1657 |
|
2018
Q3 | $1K | Hold |
45
| – | – | ﹤0.01% | 1654 |
|
2018
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 1492 |
|
2018
Q1 | $1K | Hold |
45
| – | – | ﹤0.01% | 1449 |
|
2017
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 1296 |
|