Wealthspan Partners’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,418
| Closed | -$322K | – | 100 |
|
|
2023
Q4 | $322K | Sell |
2,418
-101
| -4% | -$13.5K | 0.23% | 65 |
|
|
2023
Q3 | $283K | Sell |
2,519
-104
| -4% | -$11.7K | 0.22% | 68 |
|
|
2023
Q2 | $322K | Sell |
2,623
-119
| -4% | -$14.6K | 0.25% | 61 |
|
|
2023
Q1 | $342K | Sell |
2,742
-171
| -6% | -$21.3K | 0.29% | 57 |
|
|
2022
Q4 | $328K | Sell |
2,913
-21
| -0.7% | -$2.37K | 0.3% | 57 |
|
|
2022
Q3 | $298K | Sell |
2,934
-204
| -7% | -$20.7K | 0.31% | 55 |
|
|
2022
Q2 | $369K | Hold |
3,138
| – | – | 0.38% | 45 |
|
|
2022
Q1 | $507K | Sell |
3,138
-1,023
| -25% | -$165K | 0.46% | 39 |
|
|
2021
Q4 | $701K | Buy |
+4,161
| New | +$701K | 0.62% | 29 |
|