Wellspring Financial Advisors’s Prologis PLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,702
Closed -$215K 170
2024
Q3
$215K Buy
+1,702
New +$215K 0.03% 147
2024
Q2
Sell
-1,745
Closed -$227K 156
2024
Q1
$227K Buy
1,745
+175
+11% +$22.8K 0.04% 114
2023
Q4
$209K Buy
+1,570
New +$209K 0.05% 122