WWM
WT Wealth Management’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,661
| Closed | -$1.8M | – | 114 |
|
|
2023
Q2 | $1.8M | Sell |
14,661
-1,998
| -12% | -$245K | 0.75% | 31 |
|
|
2023
Q1 | $2.08M | Sell |
16,659
-781
| -4% | -$97.4K | 0.9% | 29 |
|
|
2022
Q4 | $1.97M | Sell |
17,440
-1,017
| -6% | -$115K | 0.96% | 29 |
|
|
2022
Q3 | $1.88M | Buy |
18,457
+5,496
| +42% | +$558K | 0.94% | 23 |
|
|
2022
Q2 | $1.53M | Sell |
12,961
-1,883
| -13% | -$222K | 0.75% | 36 |
|
|
2022
Q1 | $2.4M | Sell |
14,844
-1,291
| -8% | -$208K | 0.92% | 32 |
|
|
2021
Q4 | $2.72M | Sell |
16,135
-1,669
| -9% | -$281K | 1% | 29 |
|
|
2021
Q3 | $2.23M | Buy |
17,804
+1,006
| +6% | +$126K | 0.86% | 32 |
|
|
2021
Q2 | $2.01M | Sell |
16,798
-3,623
| -18% | -$433K | 0.81% | 31 |
|
|
2021
Q1 | $2.17M | Buy |
20,421
+8,385
| +70% | +$889K | 1% | 26 |
|
|
2020
Q4 | $1.2M | Buy |
12,036
+2,867
| +31% | +$286K | 0.65% | 57 |
|
|
2020
Q3 | $922K | Buy |
9,169
+3,576
| +64% | +$360K | 0.61% | 48 |
|
|
2020
Q2 | $522K | Buy |
+5,593
| New | +$522K | 0.42% | 55 |
|