Wealthspire Advisors (Maryland)’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $527K | Buy |
5,238
+1,335
| +34% | +$134K | 0.02% | 259 |
|
2020
Q2 | $364K | Buy |
3,903
+397
| +11% | +$37K | 0.03% | 306 |
|
2020
Q1 | $282K | Buy |
3,506
+402
| +13% | +$32.3K | 0.02% | 312 |
|
2019
Q4 | $277K | Buy |
3,104
+358
| +13% | +$31.9K | 0.02% | 399 |
|
2019
Q3 | $234K | Buy |
2,746
+6
| +0.2% | +$511 | 0.02% | 400 |
|
2019
Q2 | $219K | Buy |
2,740
+209
| +8% | +$16.7K | 0.02% | 414 |
|
2019
Q1 | $182K | Buy |
2,531
+74
| +3% | +$5.32K | 0.01% | 461 |
|
2018
Q4 | $144K | Sell |
2,457
-942
| -28% | -$55.2K | 0.01% | 493 |
|
2018
Q3 | $230K | Buy |
3,399
+13
| +0.4% | +$880 | 0.02% | 423 |
|
2018
Q2 | $222K | Buy |
3,386
+39
| +1% | +$2.56K | 0.02% | 433 |
|
2018
Q1 | $211K | Buy |
3,347
+669
| +25% | +$42.2K | 0.02% | 448 |
|
2017
Q4 | $173K | Buy |
2,678
+1,152
| +75% | +$74.4K | 0.02% | 539 |
|
2017
Q3 | $97K | Buy |
1,526
+273
| +22% | +$17.4K | 0.01% | 726 |
|
2017
Q2 | $73K | Buy |
1,253
+146
| +13% | +$8.51K | 0.01% | 817 |
|
2017
Q1 | $57K | Buy |
1,107
+164
| +17% | +$8.44K | 0.01% | 770 |
|
2016
Q4 | $50K | Buy |
943
+30
| +3% | +$1.59K | 0.01% | 767 |
|
2016
Q3 | $49K | Buy |
913
+20
| +2% | +$1.07K | 0.01% | 779 |
|
2016
Q2 | $44K | Sell |
893
-1,830
| -67% | -$90.2K | 0.01% | 773 |
|
2016
Q1 | $120K | Buy |
2,723
+415
| +18% | +$18.3K | 0.02% | 484 |
|
2015
Q4 | $99K | Buy |
+2,308
| New | +$99K | 0.02% | 526 |
|