Financial Synergies Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-133
| Closed | -$21.6K | – | 359 |
|
|
2024
Q1 | $21.6K | Buy |
133
+125
| +1,563% | +$20.3K | ﹤0.01% | 187 |
|
|
2023
Q4 | $1.26K | Sell |
8
-122
| -94% | -$19.3K | ﹤0.01% | 302 |
|
|
2023
Q3 | $16K | Buy |
130
+1
| +0.8% | +$123 | ﹤0.01% | 198 |
|
|
2023
Q2 | $16.2K | Buy |
129
+2
| +2% | +$252 | ﹤0.01% | 189 |
|
|
2023
Q1 | $16.2K | Buy |
127
+119
| +1,488% | +$15.1K | ﹤0.01% | 198 |
|
|
2022
Q4 | $1.26K | Hold |
8
| – | – | ﹤0.01% | 302 |
|
|
2022
Q3 | $1.2K | Sell |
8
-4
| -33% | -$598 | ﹤0.01% | 275 |
|
|
2022
Q2 | $1.89K | Buy |
+12
| New | +$1.89K | ﹤0.01% | 240 |
|