EPG Wealth Management’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
Q2 | – | Sell |
-4,846
| Closed | -$616K | – | 425 |
|
|
2023
Q1 | $616K | Buy |
4,846
+2,492
| +106% | +$317K | 0.19% | 124 |
|
|
2022
Q4 | $372K | Buy |
2,354
+100
| +4% | +$15.8K | 0.14% | 135 |
|
|
2022
Q3 | $337K | Buy |
2,254
+230
| +11% | +$34.4K | 0.14% | 144 |
|
|
2022
Q2 | $319K | Buy |
2,024
+99
| +5% | +$15.6K | 0.14% | 152 |
|
|
2022
Q1 | $355K | Buy |
1,925
+575
| +43% | +$106K | 0.12% | 154 |
|
|
2021
Q4 | $271K | Buy |
1,350
+3
| +0.2% | +$602 | 0.1% | 186 |
|
|
2021
Q3 | $264K | Sell |
1,347
-342
| -20% | -$67K | 0.11% | 171 |
|
|
2021
Q2 | $322K | Buy |
1,689
+40
| +2% | +$7.63K | 0.14% | 145 |
|
|
2021
Q1 | $289K | Buy |
+1,649
| New | +$289K | 0.14% | 142 |
|
|
2020
Q2 | – | Sell |
-768
| Closed | -$73K | – | 600 |
|
|
2020
Q1 | $73K | Sell |
768
-577
| -43% | -$54.8K | 0.05% | 224 |
|
|
2019
Q4 | $215K | Buy |
+1,345
| New | +$215K | 0.16% | 94 |
|