Capital Advisors Ltd’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Buy |
24
+16
| +200% | +$667 | ﹤0.01% | 1244 |
|
|
2025
Q1 | $0 | Sell |
8
-78
| -91% | – | ﹤0.01% | 1527 |
|
|
2024
Q4 | $2K | Buy |
86
+20
| +30% | +$465 | ﹤0.01% | 1102 |
|
|
2024
Q3 | $1K | Hold |
66
| – | – | ﹤0.01% | 1267 |
|
|
2024
Q2 | $1K | Buy |
66
+57
| +633% | +$864 | ﹤0.01% | 1260 |
|
|
2024
Q1 | $0 | Sell |
9
-10
| -53% | – | ﹤0.01% | 1507 |
|
|
2023
Q4 | $0 | Sell |
19
-318
| -94% | – | ﹤0.01% | 1443 |
|
|
2023
Q3 | $7K | Buy |
337
+245
| +266% | +$5.09K | ﹤0.01% | 744 |
|
|
2023
Q2 | $3K | Buy |
+92
| New | +$3K | ﹤0.01% | 952 |
|
|
2022
Q4 | – | Sell |
-176
| Closed | -$6K | – | 1536 |
|
|
2022
Q3 | $6K | Hold |
176
| – | – | ﹤0.01% | 610 |
|
|
2022
Q2 | $6K | Hold |
176
| – | – | ﹤0.01% | 556 |
|
|
2022
Q1 | $6K | Hold |
176
| – | – | ﹤0.01% | 574 |
|
|
2021
Q4 | $7K | Buy |
+176
| New | +$7K | ﹤0.01% | 550 |
|