Bowling Portfolio Management’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-20,269
| Closed | -$2.02M | – | 366 |
|
|
2018
Q2 | $2.02M | Buy |
+20,269
| New | +$2.02M | 0.28% | 129 |
|
|
2017
Q3 | – | Sell |
-17,689
| Closed | -$1.34M | – | 404 |
|
|
2017
Q2 | $1.34M | Buy |
17,689
+5,402
| +44% | +$409K | 0.2% | 159 |
|
|
2017
Q1 | $1.01M | Buy |
12,287
+801
| +7% | +$65.8K | 0.17% | 143 |
|
|
2016
Q4 | $794K | Buy |
11,486
+1,209
| +12% | +$83.6K | 0.12% | 145 |
|
|
2016
Q3 | $545K | Buy |
+10,277
| New | +$545K | 0.08% | 211 |
|