Invictus RG’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-3,191
| Closed | -$324K | – | 341 |
|
2017
Q4 | $324K | Buy |
+3,191
| New | +$324K | 0.34% | 131 |
|
2017
Q2 | – | Sell |
-2,521
| Closed | -$207K | – | 790 |
|
2017
Q1 | $207K | Sell |
2,521
-3,342
| -57% | -$274K | 0.14% | 304 |
|
2016
Q4 | $405K | Sell |
5,863
-675
| -10% | -$46.6K | 0.27% | 122 |
|
2016
Q3 | $347K | Buy |
6,538
+6,474
| +10,116% | +$344K | 0.27% | 108 |
|
2016
Q2 | $4K | Buy |
+64
| New | +$4K | ﹤0.01% | 566 |
|