Wealthstreet Investment Advisors’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,634
| Closed | -$915K | – | 261 |
|
|
2021
Q1 | $915K | Hold |
8,634
| – | – | 0.09% | 179 |
|
|
2020
Q4 | $860K | Hold |
8,634
| – | – | 0.09% | 176 |
|
|
2020
Q3 | $869K | Hold |
8,634
| – | – | 0.1% | 164 |
|
|
2020
Q2 | $806K | Hold |
8,634
| – | – | 0.1% | 163 |
|
|
2020
Q1 | $694K | Buy |
8,634
+734
| +9% | +$59K | 0.1% | 156 |
|
|
2019
Q4 | $704K | Hold |
7,900
| – | – | 0.08% | 196 |
|
|
2019
Q3 | $685K | Hold |
7,900
| – | – | 0.09% | 186 |
|
|
2019
Q2 | $633K | Hold |
7,900
| – | – | 0.08% | 192 |
|
|
2019
Q1 | $568K | Hold |
7,900
| – | – | 0.07% | 203 |
|
|
2018
Q4 | $527K | Hold |
7,900
| – | – | 0.07% | 209 |
|
|
2018
Q3 | $536K | Hold |
7,900
| – | – | 0.07% | 229 |
|
|
2018
Q2 | $519K | Hold |
7,900
| – | – | 0.07% | 232 |
|
|
2018
Q1 | $498K | Hold |
7,900
| – | – | 0.06% | 236 |
|
|
2017
Q4 | $510K | Buy |
+7,900
| New | +$510K | 0.06% | 229 |
|