Carolinas Wealth Consulting’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2
| Closed | -$402 | – | 1040 |
|
|
2023
Q3 | $402 | Sell |
2
-73
| -97% | -$14.7K | ﹤0.01% | 956 |
|
|
2023
Q2 | $14.8K | Hold |
75
| – | – | ﹤0.01% | 532 |
|
|
2023
Q1 | $12.9K | Hold |
75
| – | – | ﹤0.01% | 568 |
|
|
2022
Q4 | $10.6K | Buy |
75
+5
| +7% | +$709 | ﹤0.01% | 611 |
|
|
2022
Q3 | $9K | Hold |
70
| – | – | ﹤0.01% | 585 |
|
|
2022
Q2 | $8K | Hold |
70
| – | – | ﹤0.01% | 609 |
|
|
2022
Q1 | $10K | Sell |
70
-3
| -4% | -$429 | ﹤0.01% | 605 |
|
|
2021
Q4 | $11K | Hold |
73
| – | – | ﹤0.01% | 600 |
|
|
2021
Q3 | $11K | Hold |
73
| – | – | ﹤0.01% | 572 |
|
|
2021
Q2 | $11K | Hold |
73
| – | – | ﹤0.01% | 599 |
|
|
2021
Q1 | $11K | Hold |
73
| – | – | ﹤0.01% | 609 |
|
|
2020
Q4 | $10K | Sell |
73
-33
| -31% | -$4.52K | ﹤0.01% | 583 |
|
|
2020
Q3 | $12K | Buy |
106
+73
| +221% | +$8.26K | ﹤0.01% | 454 |
|
|
2020
Q2 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 427 |
|