Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,488
| Closed | -$94K | – | 1596 |
|
|
2019
Q1 | $94K | Sell |
4,488
-418
| -9% | -$8.76K | 0.01% | 663 |
|
|
2018
Q4 | $84K | Buy |
4,906
+452
| +10% | +$7.74K | 0.01% | 662 |
|
|
2018
Q3 | $84K | Hold |
4,454
| – | – | 0.01% | 757 |
|
|
2018
Q2 | $89K | Buy |
4,454
+4,358
| +4,540% | +$87.1K | 0.01% | 751 |
|
|
2018
Q1 | $2K | Sell |
96
-213
| -69% | -$4.44K | ﹤0.01% | 2198 |
|
|
2017
Q4 | $6K | Buy |
309
+125
| +68% | +$2.43K | ﹤0.01% | 1783 |
|
|
2017
Q3 | $4K | Buy |
184
+2
| +1% | +$43 | ﹤0.01% | 1859 |
|
|
2017
Q2 | $4K | Sell |
182
-28
| -13% | -$615 | ﹤0.01% | 1836 |
|
|
2017
Q1 | $4K | Buy |
210
+127
| +153% | +$2.42K | ﹤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% | +$1.08K | ﹤0.01% | 1543 |
|
|
2015
Q4 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 1641 |
|