WealthPlan Investment Management’s Presidio Property Trust, Inc. Series A Common Stock Purchase Warrants SQFTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345 | Sell |
10,240
-4,674
| -31% | -$157 | ﹤0.01% | 344 |
|
|
2025
Q1 | $512 | Hold |
14,914
| – | – | ﹤0.01% | 268 |
|
|
2024
Q4 | $521 | Sell |
14,914
-5,248
| -26% | -$183 | ﹤0.01% | 262 |
|
|
2024
Q3 | $666 | Buy |
+20,162
| New | +$666 | ﹤0.01% | 247 |
|
|
2023
Q1 | – | Sell |
-32,982
| Closed | -$2.76K | – | 562 |
|
|
2022
Q4 | $2.76K | Hold |
32,982
| – | – | ﹤0.01% | 394 |
|
|
2022
Q3 | $2K | Buy |
+32,982
| New | +$2K | ﹤0.01% | 373 |
|
|
2022
Q1 | $12K | Buy |
+63,582
| New | +$12K | ﹤0.01% | 380 |
|