BSAM
Blue Square Asset Management’s Primerica PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Hold |
913
| – | – | 0.12% | 62 |
|
|
2025
Q1 | $260K | Hold |
913
| – | – | 0.14% | 57 |
|
|
2024
Q4 | $248K | Hold |
913
| – | – | 0.12% | 66 |
|
|
2024
Q3 | $242K | Hold |
913
| – | – | 0.13% | 68 |
|
|
2024
Q2 | $216K | Hold |
913
| – | – | 0.13% | 71 |
|
|
2024
Q1 | $231K | Buy |
+913
| New | +$231K | 0.15% | 68 |
|
|
2020
Q3 | – | Sell |
-913
| Closed | -$106K | – | 158 |
|
|
2020
Q2 | $106K | Buy |
+913
| New | +$106K | 0.07% | 94 |
|