CWS Financial Advisors’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,658
| Closed | -$291K | – | 155 |
|
|
2022
Q4 | $291K | Buy |
+1,658
| New | +$291K | 0.13% | 110 |
|
|
2022
Q1 | – | Sell |
-1,673
| Closed | -$335K | – | 156 |
|
|
2021
Q4 | $335K | Buy |
+1,673
| New | +$335K | 0.12% | 106 |
|
|
2021
Q2 | $316K | Hold |
1,658
| – | – | 0.13% | 110 |
|
|
2021
Q1 | $291K | Hold |
1,658
| – | – | 0.13% | 110 |
|
|
2020
Q4 | $247K | Buy |
+1,658
| New | +$247K | 0.14% | 111 |
|
|
2020
Q2 | – | Sell |
-1,658
| Closed | -$265K | – | 132 |
|
|
2020
Q1 | $265K | Hold |
1,658
| – | – | 0.2% | 98 |
|
|
2019
Q4 | $265K | Buy |
+1,658
| New | +$265K | 0.19% | 99 |
|