CAPTRUST Financial Advisors’s Porch Group PRCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-29,992
| Closed | -$92.4K | – | 2527 |
|
|
2023
Q4 | $92.4K | Sell |
29,992
-53,785
| -64% | -$166K | ﹤0.01% | 2536 |
|
|
2023
Q3 | $67.2K | Buy |
83,777
+57,449
| +218% | +$46.1K | ﹤0.01% | 2460 |
|
|
2023
Q2 | $36.3K | Hold |
26,328
| – | – | ﹤0.01% | 2443 |
|
|
2023
Q1 | $37.6K | Buy |
+26,328
| New | +$37.6K | ﹤0.01% | 2228 |
|
|
2022
Q3 | – | Sell |
-356
| Closed | -$1K | – | 3521 |
|
|
2022
Q2 | $1K | Buy |
356
+99
| +39% | +$278 | ﹤0.01% | 4722 |
|
|
2022
Q1 | $2K | Buy |
257
+244
| +1,877% | +$1.9K | ﹤0.01% | 4524 |
|
|
2021
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 4875 |
|
|
2020
Q4 | – | Sell |
-14,742
| Closed | -$160K | – | 3484 |
|
|
2020
Q3 | $160K | Buy |
+14,742
| New | +$160K | ﹤0.01% | 1133 |
|