Capital Asset Advisory Services’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-27
| Closed | -$4K | – | 1293 |
|
|
2020
Q4 | $4K | Sell |
27
-1,992
| -99% | -$295K | ﹤0.01% | 1340 |
|
|
2020
Q3 | $228K | Sell |
2,019
-219
| -10% | -$24.7K | 0.05% | 278 |
|
|
2020
Q2 | $302K | Buy |
2,238
+78
| +4% | +$10.5K | 0.06% | 258 |
|
|
2020
Q1 | $214K | Buy |
2,160
+284
| +15% | +$28.1K | 0.06% | 270 |
|
|
2019
Q4 | $236K | Buy |
+1,876
| New | +$236K | 0.06% | 316 |
|