Plymouth Indl Reit shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Plymouth Indl Reit (PLYM) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Plymouth Indl Reit
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Quarterly reported holdings in Plymouth Indl Reit by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $748k | 33k | 22.60 |
| 2024-06-30 | $708k | 33k | 21.38 |
| 2024-03-31 | $34M | 209k | 161.60 |
| 2023-12-31 | $797k | 33k | 24.07 |
| 2023-09-30 | $693k | 33k | 20.95 |
| 2023-06-30 | $762k | 33k | 23.02 |
| 2023-03-31 | $695k | 33k | 21.01 |
| 2022-12-31 | $635k | 33k | 19.18 |
| 2022-09-30 | $556k | 33k | 16.80 |
| 2022-06-30 | $581k | 33k | 17.55 |
| 2022-03-31 | $897k | 33k | 27.10 |
| 2021-12-31 | $1.1M | 33k | 32.00 |
| 2021-09-30 | $753k | 33k | 22.75 |
| 2021-06-30 | $663k | 33k | 20.02 |
| 2021-03-31 | $558k | 33k | 16.85 |
| 2020-12-31 | $497k | 33k | 15.02 |