VFA
PLYM

Valeo Financial Advisors’s Plymouth Industrial REIT PLYM Stock Holding History

Valeo Financial Advisors’s Portfolio PLYM Stock Details PLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-53
Closed -$1K – 2004
2020
Q2 		$1K Hold
53
– – ﹤0.01% 1932
2020
Q1 		$1K Hold
53
– – ﹤0.01% 1693
2019
Q4 		$1K Hold
53
– – ﹤0.01% 1559
2019
Q3 		$1K Buy
+53
New +$986 ﹤0.01% 1476

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BC
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KCM
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Russell Investments Group
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CCM
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WMSA
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Renaissance Technologies
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Balyasny Asset Management
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Valeo Financial Advisors's PLYM Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Plymouth Industrial REIT (PLYM) in Q3 2020, closing a stake of 53 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in PLYM in Q3 2019 and held it in 4 quarters. The position peaked at $1K in Q2 2020. 115 funds tracked by Wall St. Rank hold PLYM as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Plymouth Industrial REIT position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 53 Plymouth Industrial REIT shares in Q3 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Plymouth Industrial REIT in Q3 2019 and held it in 4 quarters.
  • Valeo Financial Advisors's Plymouth Industrial REIT position peaked at $1K in Q2 2020.
  • 115 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.