Institute for Wealth Management’s Primis Financial Corp FRST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-51,368
| Closed | -$786K | – | 441 |
|
|
2019
Q2 | $786K | Buy |
51,368
+75
| +0.1% | +$1.15K | 0.17% | 176 |
|
|
2019
Q1 | $751K | Buy |
+51,293
| New | +$751K | 0.16% | 171 |
|
|
2018
Q4 | – | Sell |
-51,114
| Closed | -$829K | – | 288 |
|
|
2018
Q3 | $829K | Buy |
51,114
+53
| +0.1% | +$860 | 0.28% | 117 |
|
|
2018
Q2 | $910K | Buy |
51,061
+665
| +1% | +$11.9K | 0.29% | 120 |
|
|
2018
Q1 | $819K | Buy |
50,396
+51
| +0.1% | +$829 | 0.24% | 148 |
|
|
2017
Q4 | $805K | Sell |
50,345
-10,231
| -17% | -$164K | 0.19% | 160 |
|
|
2017
Q3 | $1.03M | Buy |
60,576
+10,328
| +21% | +$176K | 0.33% | 100 |
|
|
2017
Q2 | $884K | Buy |
+50,248
| New | +$884K | 0.24% | 135 |
|