EWA
Etesian Wealth Advisors’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Sell |
2,718
-396
| -13% | -$73.8K | 0.19% | 93 |
|
|
2025
Q1 | $547K | Hold |
3,114
| – | – | 0.24% | 85 |
|
|
2024
Q4 | $601K | Sell |
3,114
-643
| -17% | -$124K | 0.27% | 86 |
|
|
2024
Q3 | $694K | Sell |
3,757
-177
| -4% | -$32.7K | 0.31% | 84 |
|
|
2024
Q2 | $612K | Sell |
3,934
-183
| -4% | -$28.5K | 0.34% | 81 |
|
|
2024
Q1 | $665K | Buy |
4,117
+17
| +0.4% | +$2.75K | 0.38% | 79 |
|
|
2023
Q4 | $638K | Sell |
4,100
-320
| -7% | -$49.8K | 0.38% | 76 |
|
|
2023
Q3 | $543K | Sell |
4,420
-174
| -4% | -$21.4K | 0.37% | 81 |
|
|
2023
Q2 | $579K | Buy |
4,594
+115
| +3% | +$14.5K | 0.38% | 81 |
|
|
2023
Q1 | $569K | Buy |
4,479
+19
| +0.4% | +$2.42K | 0.38% | 81 |
|
|
2022
Q4 | $704K | Buy |
+4,460
| New | +$704K | 0.51% | 66 |
|