Berman Capital Advisors’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $25K | Buy |
168
+68
| +68% | +$10.1K | ﹤0.01% | 911 |
|
|
2021
Q2 | $15K | Hold |
100
| – | – | ﹤0.01% | 1007 |
|
|
2021
Q1 | $14K | Hold |
100
| – | – | ﹤0.01% | 925 |
|
|
2020
Q4 | $13K | Hold |
100
| – | – | ﹤0.01% | 826 |
|
|
2020
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 764 |
|
|
2020
Q2 | $11K | Buy |
100
+76
| +317% | +$8.36K | ﹤0.01% | 734 |
|
|
2020
Q1 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 1172 |
|