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WAP
PDM
Wealthcare Advisory Partners’s
Piedmont Realty Trust
PDM
Stock Holding History
Wealthcare Advisory Partners’s Portfolio
PDM Stock Details
PDM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-2,632
Closed
-$46K
–
1469
2021
Q1
$46K
Buy
+2,632
New
+$44.4K
﹤0.01%
902
2020
Q2
–
Sell
-2,632
Closed
-$46K
–
1058
2020
Q1
$46K
Sell
2,632
-3,000
-53%
-$64.7K
0.01%
522
2019
Q4
$125K
Sell
5,632
-500
-8%
-$10.8K
0.02%
363
2019
Q3
$128K
Sell
6,132
-335
-5%
-$6.76K
0.02%
337
2019
Q2
$129K
Hold
6,467
–
–
0.02%
333
2019
Q1
$135K
Hold
6,467
–
–
0.02%
289
2018
Q4
$110K
Hold
6,467
–
–
0.02%
291
2018
Q3
$122K
Hold
6,467
–
–
0.02%
299
2018
Q2
$129K
Sell
6,467
-500
-7%
-$9.27K
0.03%
286
2018
Q1
$123K
Sell
6,967
-164
-2%
-$3.03K
0.03%
247
2017
Q4
$140K
Hold
7,131
–
–
0.04%
220
2017
Q3
$144K
Buy
+7,131
New
+$145K
0.04%
172
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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