WR Wealth Planners’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $55.2K | Sell |
522
-264
| -34% | -$27.9K | 0.02% | 309 |
|
|
2024
Q3 | $99.2K | Buy |
786
+14
| +2% | +$1.77K | 0.03% | 265 |
|
|
2024
Q2 | $86.7K | Sell |
772
-34
| -4% | -$3.82K | 0.03% | 263 |
|
|
2024
Q1 | $105K | Buy |
+806
| New | +$105K | 0.03% | 250 |
|
|
2023
Q4 | – | Sell |
-680
| Closed | -$76.3K | – | 671 |
|
|
2023
Q3 | $76.3K | Hold |
680
| – | – | 0.03% | 272 |
|
|
2023
Q2 | $83.4K | Buy |
680
+2
| +0.3% | +$245 | 0.03% | 264 |
|
|
2023
Q1 | $84.6K | Buy |
678
+226
| +50% | +$28.2K | 0.04% | 259 |
|
|
2022
Q4 | $50.9K | Buy |
452
+190
| +73% | +$21.4K | 0.03% | 171 |
|
|
2022
Q3 | $26.6K | Buy |
262
+2
| +0.8% | +$203 | 0.02% | 195 |
|
|
2022
Q2 | $30.6K | Buy |
+260
| New | +$30.6K | 0.02% | 204 |
|