IFP Advisors’s PGT, Inc. PGTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$40.7K | – | 3268 |
|
|
2023
Q4 | $40.7K | Buy |
1,000
+661
| +195% | +$26.9K | ﹤0.01% | 1620 |
|
|
2023
Q3 | $9.41K | Hold |
339
| – | – | ﹤0.01% | 2276 |
|
|
2023
Q2 | $9.88K | Hold |
339
| – | – | ﹤0.01% | 2309 |
|
|
2023
Q1 | $6.92K | Hold |
339
| – | – | ﹤0.01% | 2437 |
|
|
2022
Q4 | $7K | Buy |
339
+248
| +273% | +$5.12K | ﹤0.01% | 3652 |
|
|
2022
Q3 | $2K | Hold |
91
| – | – | ﹤0.01% | 4450 |
|
|
2022
Q2 | $2K | Hold |
91
| – | – | ﹤0.01% | 4233 |
|
|
2022
Q1 | $2K | Buy |
+91
| New | +$2K | ﹤0.01% | 4233 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4799 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4599 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4461 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4251 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4089 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3895 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3787 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3738 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3741 |
|
|
2019
Q1 | – | Sell |
-2,822
| Closed | -$44K | – | 3540 |
|
|
2018
Q4 | $44K | Buy |
2,822
+1,822
| +182% | +$28.4K | ﹤0.01% | 1674 |
|
|
2018
Q3 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 2393 |
|
|
2018
Q2 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 2414 |
|
|
2018
Q1 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 2503 |
|
|
2017
Q4 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 2501 |
|
|
2017
Q3 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 2768 |
|
|
2017
Q2 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 2840 |
|
|
2017
Q1 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 2842 |
|
|
2016
Q4 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 2841 |
|
|
2016
Q3 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 2773 |
|
|
2016
Q2 | $10K | Buy |
+1,000
| New | +$10K | ﹤0.01% | 2749 |
|
|
2016
Q1 | – | Sell |
-1,000
| Closed | -$11K | – | 3569 |
|
|
2015
Q4 | $11K | Buy |
+1,000
| New | +$11K | ﹤0.01% | 2533 |
|