Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,632
| Closed | -$46K | – | 1469 |
|
|
2021
Q1 | $46K | Buy |
+2,632
| New | +$46K | ﹤0.01% | 902 |
|
|
2020
Q2 | – | Sell |
-2,632
| Closed | -$46K | – | 1058 |
|
|
2020
Q1 | $46K | Sell |
2,632
-3,000
| -53% | -$52.4K | 0.01% | 522 |
|
|
2019
Q4 | $125K | Sell |
5,632
-500
| -8% | -$11.1K | 0.02% | 363 |
|
|
2019
Q3 | $128K | Sell |
6,132
-335
| -5% | -$6.99K | 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% | -$9.97K | 0.03% | 286 |
|
|
2018
Q1 | $123K | Sell |
6,967
-164
| -2% | -$2.9K | 0.03% | 247 |
|
|
2017
Q4 | $140K | Hold |
7,131
| – | – | 0.04% | 220 |
|
|
2017
Q3 | $144K | Buy |
+7,131
| New | +$144K | 0.04% | 172 |
|