Cavalier Investments’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,069
| Closed | -$776K | – | 84 |
|
|
2024
Q1 | $776K | Buy |
3,069
+168
| +6% | +$42.5K | 0.28% | 64 |
|
|
2023
Q4 | $597K | Buy |
2,901
+55
| +2% | +$11.3K | 0.22% | 77 |
|
|
2023
Q3 | $552K | Buy |
2,846
+105
| +4% | +$20.4K | 0.22% | 75 |
|
|
2023
Q2 | $542K | Buy |
+2,741
| New | +$542K | 0.2% | 81 |
|