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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → PDM
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC PDM Position History
Piedmont Realty Trust, Inc. • Real Estate
Quarters held
5
Latest value
$488K
Q3 2026
Peak value
$488K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $368K |
| Q4 2025 | $391K |
| Q1 2026 | $289K |
| Q2 2026 | $407K |
| Q3 2026 | $488K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $488K | 53.8K | — | — |
| Q2 2026 | $407K | 43.6K | — | — |
| Q1 2026 | $289K | 44.1K | — | — |
| Q4 2025 | $391K | 46.2K | — | — |
| Q3 2025 | $368K | 42.6K | — | — |