Worth Venture Partners’s Plymouth Industrial REIT PLYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Hold |
14,600
| – | – | 0.36% | 26 |
|
|
2025
Q1 | $238K | Hold |
14,600
| – | – | 0.45% | 21 |
|
|
2024
Q4 | $260K | Hold |
14,600
| – | – | 2.56% | 11 |
|
|
2024
Q3 | $330K | Hold |
14,600
| – | – | 2.42% | 14 |
|
|
2024
Q2 | $312K | Hold |
14,600
| – | – | 2.32% | 12 |
|
|
2024
Q1 | $329K | Buy |
14,600
+2,200
| +18% | +$49.5K | 2.18% | 15 |
|
|
2023
Q4 | $298K | Sell |
12,400
-1,600
| -11% | -$38.5K | 0.16% | 83 |
|
|
2023
Q3 | $293K | Hold |
14,000
| – | – | 0.17% | 96 |
|
|
2023
Q2 | $322K | Buy |
14,000
+1,200
| +9% | +$27.6K | 0.18% | 87 |
|
|
2023
Q1 | $269K | Hold |
12,800
| – | – | 0.13% | 112 |
|
|
2022
Q4 | $246K | Hold |
12,800
| – | – | 0.14% | 104 |
|
|
2022
Q3 | $215K | Hold |
12,800
| – | – | 0.13% | 104 |
|
|
2022
Q2 | $226K | Buy |
+12,800
| New | +$226K | 0.13% | 108 |
|