Chicago Trust’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 |
-2,000
| Closed | -$388K | – | 294 |
|
2023
Q3 | $388K | Hold |
2,000
| – | – | 0.1% | 190 |
|
2023
Q2 | $396K | Hold |
2,000
| – | – | 0.09% | 192 |
|
2023
Q1 | $344K | Hold |
2,000
| – | – | 0.09% | 204 |
|
2022
Q4 | $284K | Hold |
2,000
| – | – | 0.07% | 237 |
|
2022
Q3 | $247K | Buy |
+2,000
| New | +$247K | 0.06% | 256 |
|