Gitterman Wealth Management’s Primo Water Corporation PRMW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,440
| Closed | -$390K | – | 160 |
|
|
2024
Q3 | $390K | Buy |
15,440
+692
| +5% | +$17.5K | 0.16% | 40 |
|
|
2024
Q2 | $322K | Sell |
14,748
-4,781
| -24% | -$105K | 0.12% | 51 |
|
|
2024
Q1 | $356K | Buy |
19,529
+4,636
| +31% | +$84.4K | 0.14% | 45 |
|
|
2023
Q4 | $224K | Buy |
14,893
+118
| +0.8% | +$1.78K | 0.1% | 75 |
|
|
2023
Q3 | $204K | Buy |
+14,775
| New | +$204K | 0.1% | 69 |
|