Weatherstone Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-19,560
| Closed | -$384K | – | 103 |
|
|
2017
Q4 | $384K | Buy |
19,560
+8,044
| +70% | +$158K | 0.26% | 48 |
|
|
2017
Q3 | $232K | Sell |
11,516
-8,980
| -44% | -$181K | 0.16% | 76 |
|
|
2017
Q2 | $432K | Buy |
20,496
+8,980
| +78% | +$189K | 0.29% | 42 |
|
|
2017
Q1 | $246K | Sell |
11,516
-1,541
| -12% | -$32.9K | 0.27% | 63 |
|
|
2016
Q4 | $273K | Hold |
13,057
| – | – | 0.18% | 62 |
|
|
2016
Q3 | $284K | Hold |
13,057
| – | – | 0.23% | 68 |
|
|
2016
Q2 | $281K | Hold |
13,057
| – | – | 0.24% | 66 |
|
|
2016
Q1 | $265K | Hold |
13,057
| – | – | 0.19% | 65 |
|
|
2015
Q4 | $247K | Hold |
13,057
| – | – | 0.28% | 66 |
|
|
2015
Q3 | $234K | Hold |
13,057
| – | – | 0.22% | 52 |
|
|
2015
Q2 | $230K | Sell |
13,057
-176
| -1% | -$3.1K | 0.2% | 68 |
|
|
2015
Q1 | $235K | Hold |
13,233
| – | – | 0.14% | 70 |
|
|
2014
Q4 | $249K | Sell |
13,233
-6,604
| -33% | -$124K | 0.15% | 63 |
|
|
2014
Q3 | $350K | Hold |
19,837
| – | – | 0.18% | 37 |
|
|
2014
Q2 | $376K | Hold |
19,837
| – | – | 0.1% | 53 |
|
|
2014
Q1 | $334K | Sell |
19,837
-4,636
| -19% | -$78.1K | 0.1% | 43 |
|
|
2013
Q4 | $410K | Hold |
24,473
| – | – | 0.09% | 51 |
|
|
2013
Q3 | $430K | Hold |
24,473
| – | – | 0.11% | 40 |
|
|
2013
Q2 | $437K | Buy |
+24,473
| New | +$437K | 0.19% | 40 |
|