Valmark Advisers’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,611
| Closed | -$203K | – | 615 |
|
|
2024
Q3 | $203K | Sell |
1,611
-395
| -20% | -$49.9K | ﹤0.01% | 578 |
|
|
2024
Q2 | $225K | Buy |
2,006
+397
| +25% | +$44.6K | ﹤0.01% | 526 |
|
|
2024
Q1 | $210K | Buy |
+1,609
| New | +$210K | ﹤0.01% | 522 |
|
|
2022
Q1 | – | Sell |
-1,238
| Closed | -$208K | – | 434 |
|
|
2021
Q4 | $208K | Buy |
+1,238
| New | +$208K | ﹤0.01% | 392 |
|