Integrated Wealth Management’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-403
| Closed | -$36K | – | 806 |
|
|
2016
Q3 | $36K | Hold |
403
| – | – | 0.01% | 479 |
|
|
2016
Q2 | $33K | Hold |
403
| – | – | 0.01% | 489 |
|
|
2016
Q1 | $34K | Sell |
403
-47
| -10% | -$3.97K | 0.01% | 439 |
|
|
2015
Q4 | $43K | Sell |
450
-370
| -45% | -$35.4K | 0.02% | 420 |
|
|
2015
Q3 | $73K | Hold |
820
| – | – | 0.03% | 315 |
|
|
2015
Q2 | $78K | Sell |
820
-101
| -11% | -$9.61K | 0.03% | 311 |
|
|
2015
Q1 | $85K | Buy |
+921
| New | +$85K | 0.04% | 298 |
|