WealthPlan Investment Management’s Presidio Property Trust SQFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,491
| Closed | -$8.58K | – | 352 |
|
|
2025
Q1 | $8.58K | Hold |
1,491
| – | – | ﹤0.01% | 267 |
|
|
2024
Q4 | $11.9K | Sell |
1,491
-525
| -26% | -$4.2K | ﹤0.01% | 261 |
|
|
2024
Q3 | $14.5K | Buy |
+2,016
| New | +$14.5K | ﹤0.01% | 246 |
|
|
2023
Q1 | – | Sell |
-2,565
| Closed | -$29.2K | – | 561 |
|
|
2022
Q4 | $29.2K | Hold |
2,565
| – | – | ﹤0.01% | 388 |
|
|
2022
Q3 | $28K | Buy |
+2,565
| New | +$28K | ﹤0.01% | 367 |
|
|
2022
Q1 | $207K | Buy |
+6,019
| New | +$207K | 0.01% | 366 |
|