Ellevest Inc’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-37
| Closed | -$6.37K | – | 1307 |
|
2023
Q1 | $6.37K | Buy |
37
+6
| +19% | +$1.03K | ﹤0.01% | 1151 |
|
2022
Q4 | $4.4K | Hold |
31
| – | – | ﹤0.01% | 1218 |
|
2022
Q3 | $4K | Buy |
31
+20
| +182% | +$2.58K | ﹤0.01% | 1232 |
|
2022
Q2 | $1K | Buy |
11
+5
| +83% | +$455 | ﹤0.01% | 1304 |
|
2022
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1328 |
|
2021
Q4 | $1K | Sell |
6
-7
| -54% | -$1.17K | ﹤0.01% | 1314 |
|
2021
Q3 | $2K | Buy |
13
+3
| +30% | +$462 | ﹤0.01% | 1170 |
|
2021
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 1057 |
|
2021
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1185 |
|
2020
Q4 | $1K | Buy |
10
+6
| +150% | +$600 | ﹤0.01% | 1095 |
|
2020
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1280 |
|
2020
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1298 |
|