Impact Partnership Wealth’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,551
| Closed | -$203K | – | 339 |
|
|
2025
Q1 | $203K | Sell |
10,551
-11,555
| -52% | -$223K | 0.04% | 244 |
|
|
2024
Q4 | $469K | Buy |
22,106
+10,161
| +85% | +$215K | 0.09% | 133 |
|
|
2024
Q3 | $239K | Buy |
11,945
+795
| +7% | +$15.9K | 0.05% | 208 |
|
|
2024
Q2 | $208K | Buy |
11,150
+2,340
| +27% | +$43.7K | 0.05% | 203 |
|
|
2024
Q1 | $195K | Sell |
8,810
-1,495
| -15% | -$33K | 0.08% | 182 |
|
|
2023
Q4 | $230K | Buy |
+10,305
| New | +$230K | 0.08% | 159 |
|