Caldwell Trust’s Primerica PRI Stock Holding History

Caldwell Trust’s Portfolio PRI Stock Details PRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-114
2021 Q2	$17.5K	Hold	114
2021 Q1	$16.9K	Hold	114
2020 Q4	$15.3K	Hold	114
2020 Q3	$12.9K	Hold	114
2020 Q2	$13.3K	Hold	114
2020 Q1	$10.1K	Hold	114
2019 Q4	$14.9K	Buy	+114