Dynamic Advisor Solutions’s Primerica PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,080
| Closed | -$243K | – | 602 |
|
|
2020
Q2 | $243K | Sell |
2,080
-328
| -14% | -$38.3K | 0.03% | 426 |
|
|
2020
Q1 | $213K | Sell |
2,408
-500
| -17% | -$44.2K | 0.04% | 392 |
|
|
2019
Q4 | $380K | Sell |
2,908
-218
| -7% | -$28.5K | 0.05% | 356 |
|
|
2019
Q3 | $398K | Buy |
3,126
+2
| +0.1% | +$255 | 0.06% | 321 |
|
|
2019
Q2 | $375K | Sell |
3,124
-198
| -6% | -$23.8K | 0.06% | 317 |
|
|
2019
Q1 | $406K | Sell |
3,322
-51
| -2% | -$6.23K | 0.08% | 258 |
|
|
2018
Q4 | $368K | Sell |
3,373
-583
| -15% | -$63.6K | 0.08% | 248 |
|
|
2018
Q3 | $477K | Buy |
3,956
+12
| +0.3% | +$1.45K | 0.1% | 225 |
|
|
2018
Q2 | $393K | Buy |
+3,944
| New | +$393K | 0.09% | 257 |
|