Beese Fulmer Investment Management’s Primis Financial Corp FRST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,900
| Closed | -$38K | – | 323 |
|
|
2020
Q2 | $38K | Buy |
+3,900
| New | +$38K | 0.01% | 351 |
|
|
2019
Q3 | – | Sell |
-10,792
| Closed | -$165K | – | 212 |
|
|
2019
Q2 | $165K | Hold |
10,792
| – | – | 0.03% | 175 |
|
|
2019
Q1 | $158K | Hold |
10,792
| – | – | 0.03% | 175 |
|
|
2018
Q4 | $143K | Hold |
10,792
| – | – | 0.03% | 166 |
|
|
2018
Q3 | $175K | Hold |
10,792
| – | – | 0.03% | 186 |
|
|
2018
Q2 | $193K | Sell |
10,792
-692
| -6% | -$12.4K | 0.04% | 189 |
|
|
2018
Q1 | $182K | Hold |
11,484
| – | – | 0.04% | 178 |
|
|
2017
Q4 | $184K | Sell |
11,484
-400
| -3% | -$6.41K | 0.04% | 182 |
|
|
2017
Q3 | $202K | Hold |
11,884
| – | – | 0.05% | 179 |
|
|
2017
Q2 | $209K | Hold |
11,884
| – | – | 0.05% | 166 |
|
|
2017
Q1 | $201K | Hold |
11,884
| – | – | 0.05% | 167 |
|
|
2016
Q4 | $194K | Hold |
11,884
| – | – | 0.05% | 170 |
|
|
2016
Q3 | $155K | Buy |
+11,884
| New | +$155K | 0.04% | 167 |
|