IFP Advisors’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$1.49K | – | 3041 |
|
|
2025
Q1 | – | Sell |
-40
| Closed | -$4.11K | – | 3238 |
|
|
2024
Q4 | $4.11K | Buy |
+40
| New | +$4.11K | ﹤0.01% | 2866 |
|
|
2024
Q3 | – | Sell |
-66
| Closed | -$1.23K | – | 3417 |
|
|
2024
Q2 | $1.23K | Buy |
+66
| New | +$1.23K | ﹤0.01% | 2946 |
|
|
2023
Q4 | – | Sell |
-36
| Closed | -$774 | – | 3264 |
|
|
2023
Q3 | $774 | Sell |
36
-36
| -50% | -$774 | ﹤0.01% | 3049 |
|
|
2023
Q2 | $1.99K | Buy |
72
+36
| +100% | +$996 | ﹤0.01% | 2884 |
|
|
2023
Q1 | $1.19K | Sell |
36
-1,991
| -98% | -$66K | ﹤0.01% | 3048 |
|
|
2022
Q4 | $71K | Sell |
2,027
-147
| -7% | -$5.15K | ﹤0.01% | 1994 |
|
|
2022
Q3 | $74K | Buy |
2,174
+399
| +22% | +$13.6K | ﹤0.01% | 2075 |
|
|
2022
Q2 | $61K | Hold |
1,775
| – | – | ﹤0.01% | 2013 |
|
|
2022
Q1 | $61K | Buy |
+1,775
| New | +$61K | ﹤0.01% | 2013 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4238 |
|
|
2021
Q2 | – | Sell |
-30
| Closed | -$1K | – | 4012 |
|
|
2021
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 2825 |
|
|
2020
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 2775 |
|
|
2020
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 2659 |
|
|
2020
Q2 | $1K | Buy |
30
+15
| +100% | +$500 | ﹤0.01% | 2553 |
|
|
2020
Q1 | $0 | Buy |
+15
| New | – | ﹤0.01% | 3393 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3404 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3492 |
|
|
2019
Q1 | – | Sell |
-1,001
| Closed | -$37K | – | 3113 |
|
|
2018
Q4 | $37K | Sell |
1,001
-21
| -2% | -$776 | ﹤0.01% | 1772 |
|
|
2018
Q3 | $47K | Sell |
1,022
-10
| -1% | -$460 | ﹤0.01% | 1918 |
|
|
2018
Q2 | $38K | Buy |
1,032
+138
| +15% | +$5.08K | ﹤0.01% | 2064 |
|
|
2018
Q1 | $26K | Hold |
894
| – | – | ﹤0.01% | 2220 |
|
|
2017
Q4 | $26K | Buy |
894
+33
| +4% | +$960 | ﹤0.01% | 2216 |
|
|
2017
Q3 | $28K | Sell |
861
-94
| -10% | -$3.06K | ﹤0.01% | 2359 |
|
|
2017
Q2 | $34K | Buy |
955
+55
| +6% | +$1.96K | ﹤0.01% | 2216 |
|
|
2017
Q1 | $29K | Sell |
900
-8
| -0.9% | -$258 | ﹤0.01% | 2243 |
|
|
2016
Q4 | $28K | Buy |
908
+143
| +19% | +$4.41K | ﹤0.01% | 2233 |
|
|
2016
Q3 | $25K | Sell |
765
-16
| -2% | -$523 | ﹤0.01% | 2253 |
|
|
2016
Q2 | $26K | Buy |
+781
| New | +$26K | ﹤0.01% | 2166 |
|
|
2016
Q1 | – | Sell |
-1,526
| Closed | -$54K | – | 3139 |
|
|
2015
Q4 | $54K | Buy |
+1,526
| New | +$54K | ﹤0.01% | 1562 |
|