Wealthspire Advisors (New York)’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
+2,110
| New | +$222K | ﹤0.01% | 755 |
|
|
2024
Q4 | – | Sell |
-1,779
| Closed | -$225K | – | 829 |
|
|
2024
Q3 | $225K | Buy |
+1,779
| New | +$225K | ﹤0.01% | 685 |
|
|
2024
Q1 | – | Sell |
-1,942
| Closed | -$259K | – | 663 |
|
|
2023
Q4 | $259K | Buy |
+1,942
| New | +$259K | ﹤0.01% | 560 |
|
|
2023
Q1 | – | Sell |
-5,030
| Closed | -$567K | – | 581 |
|
|
2022
Q4 | $567K | Buy |
+5,030
| New | +$567K | 0.01% | 350 |
|
|
2022
Q1 | – | Sell |
-2,648
| Closed | -$446K | – | 524 |
|
|
2021
Q4 | $446K | Sell |
2,648
-340
| -11% | -$57.3K | 0.01% | 342 |
|
|
2021
Q3 | $375K | Buy |
+2,988
| New | +$375K | 0.01% | 413 |
|
|
2021
Q2 | – | Sell |
-8,752
| Closed | -$928K | – | 586 |
|
|
2021
Q1 | $928K | Buy |
8,752
+2,529
| +41% | +$268K | 0.02% | 278 |
|
|
2020
Q4 | $620K | Buy |
6,223
+1,010
| +19% | +$101K | 0.02% | 269 |
|
|
2020
Q3 | $525K | Buy |
5,213
+701
| +16% | +$70.6K | 0.03% | 174 |
|
|
2020
Q2 | $421K | Sell |
4,512
-1,724
| -28% | -$161K | 0.03% | 168 |
|
|
2020
Q1 | $501K | Buy |
+6,236
| New | +$501K | 0.02% | 290 |
|
|
2019
Q1 | – | Sell |
-259
| Closed | -$15K | – | 604 |
|
|
2018
Q4 | $15K | Buy |
+259
| New | +$15K | ﹤0.01% | 408 |
|