Hillcrest 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 |
-1,239
| Closed | -$200K | – | 48 |
|
|
2024
Q1 | $200K | Buy |
+1,239
| New | +$200K | 0.11% | 46 |
|
|
2022
Q2 | – | Sell |
-1,225
| Closed | -$226K | – | 52 |
|
|
2022
Q1 | $226K | Hold |
1,225
| – | – | 0.13% | 47 |
|
|
2021
Q4 | $246K | Hold |
1,225
| – | – | 0.13% | 50 |
|
|
2021
Q3 | $240K | Hold |
1,225
| – | – | 0.14% | 50 |
|
|
2021
Q2 | $234K | Hold |
1,225
| – | – | 0.14% | 49 |
|
|
2021
Q1 | $215K | Buy |
+1,225
| New | +$215K | 0.13% | 51 |
|