WAM
PDM

Wealthspire Advisors (Maryland)’s Piedmont Realty Trust PDM Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PDM Stock Details PDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-4,488
Closed -$94K – 1565
2019
Q1 		$94K Sell
4,488
-418
-9% -$8.22K 0.01% 663
2018
Q4 		$84K Buy
4,906
+452
+10% +$8.22K 0.01% 663
2018
Q3 		$84K Hold
4,454
– – 0.01% 759
2018
Q2 		$89K Buy
4,454
+4,358
+4,540% +$80.8K 0.01% 752
2018
Q1 		$2K Sell
96
-213
-69% -$3.93K ﹤0.01% 2198
2017
Q4 		$6K Buy
309
+125
+68% +$2.49K ﹤0.01% 1783
2017
Q3 		$4K Buy
184
+2
+1% +$41 ﹤0.01% 1859
2017
Q2 		$4K Sell
182
-28
-13% -$605 ﹤0.01% 1836
2017
Q1 		$4K Buy
210
+127
+153% +$2.75K ﹤0.01% 1573
2016
Q4 		$2K Hold
83
– – ﹤0.01% 1562
2016
Q3 		$2K Hold
83
– – ﹤0.01% 1560
2016
Q2 		$2K Hold
83
– – ﹤0.01% 1525
2016
Q1 		$2K Buy
83
+45
+118% +$838 ﹤0.01% 1543
2015
Q4 		$1K Buy
+38
New +$727 ﹤0.01% 1641

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