Intercontinental Wealth Advisors’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.47M | Sell |
7,442
-95
| -1% | -$18.8K | 0.35% | 55 |
|
|
2023
Q1 | $1.3M | Sell |
7,537
-83
| -1% | -$14.3K | 0.33% | 62 |
|
|
2022
Q4 | $1.08M | Sell |
7,620
-341
| -4% | -$48.4K | 0.32% | 68 |
|
|
2022
Q3 | $983K | Sell |
7,961
-20
| -0.3% | -$2.47K | 0.31% | 80 |
|
|
2022
Q2 | $955K | Buy |
7,981
+7
| +0.1% | +$838 | 0.26% | 85 |
|
|
2022
Q1 | $1.09M | Sell |
7,974
-85
| -1% | -$11.6K | 0.25% | 83 |
|
|
2021
Q4 | $1.24M | Sell |
8,059
-79
| -1% | -$12.1K | 0.26% | 75 |
|
|
2021
Q3 | $1.25M | Sell |
8,138
-571
| -7% | -$87.7K | 0.29% | 63 |
|
|
2021
Q2 | $1.33M | Buy |
8,709
+25
| +0.3% | +$3.83K | 0.26% | 67 |
|
|
2021
Q1 | $1.28M | Buy |
8,684
+388
| +5% | +$57.4K | 0.28% | 73 |
|
|
2020
Q4 | $1.11M | Buy |
8,296
+39
| +0.5% | +$5.22K | 0.27% | 77 |
|
|
2020
Q3 | $934K | Buy |
8,257
+80
| +1% | +$9.05K | 0.27% | 75 |
|
|
2020
Q2 | $953K | Sell |
8,177
-395
| -5% | -$46K | 0.31% | 68 |
|
|
2020
Q1 | $758K | Buy |
+8,572
| New | +$758K | 0.4% | 64 |
|