Harvest Group Wealth Management’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-21
| Closed | -$3K | – | 535 |
|
|
2020
Q4 | $3K | Hold |
21
| – | – | ﹤0.01% | 310 |
|
|
2020
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 365 |
|
|
2020
Q2 | $2K | Sell |
21
-2
| -9% | -$190 | ﹤0.01% | 318 |
|
|
2020
Q1 | $2K | Sell |
23
-68
| -75% | -$5.91K | ﹤0.01% | 320 |
|
|
2019
Q4 | $11K | Sell |
91
-3
| -3% | -$363 | 0.01% | 232 |
|
|
2019
Q3 | $12K | Sell |
94
-9
| -9% | -$1.15K | 0.01% | 232 |
|
|
2019
Q2 | $12K | Hold |
103
| – | – | 0.02% | 201 |
|
|
2019
Q1 | $13K | Buy |
+103
| New | +$13K | 0.01% | 204 |
|