GoalVest Advisory’s PJT Partners PJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-329
| Closed | -$24.2K | – | 295 |
|
|
2022
Q4 | $24.2K | Hold |
329
| – | – | 0.02% | 150 |
|
|
2022
Q3 | $22K | Hold |
329
| – | – | 0.02% | 150 |
|
|
2022
Q2 | $23K | Hold |
329
| – | – | 0.01% | 210 |
|
|
2022
Q1 | $21K | Buy |
+329
| New | +$21K | 0.01% | 194 |
|
|
2021
Q2 | $23K | Hold |
329
| – | – | 0.01% | 175 |
|
|
2021
Q1 | $22K | Hold |
329
| – | – | 0.02% | 148 |
|
|
2020
Q4 | $25K | Buy |
+329
| New | +$25K | 0.02% | 143 |
|