Jupiter 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,000
| Closed | -$473K | – | 70 |
|
|
2022
Q4 | $473K | Hold |
3,000
| – | – | 0.46% | 40 |
|
|
2022
Q3 | $448K | Hold |
3,000
| – | – | 0.45% | 43 |
|
|
2022
Q2 | $473K | Hold |
3,000
| – | – | 0.43% | 43 |
|
|
2022
Q1 | $553K | Hold |
3,000
| – | – | 0.35% | 57 |
|
|
2021
Q4 | $601K | Sell |
3,000
-5,500
| -65% | -$1.1M | 0.31% | 56 |
|
|
2021
Q3 | $1.75M | Hold |
8,500
| – | – | 0.82% | 33 |
|
|
2021
Q2 | $1.62M | Sell |
8,500
-10,575
| -55% | -$2.01M | 0.77% | 37 |
|
|
2021
Q1 | $3.61M | Buy |
19,075
+4,000
| +27% | +$757K | 1.82% | 19 |
|
|
2020
Q4 | $2.25M | Buy |
15,075
+5,225
| +53% | +$778K | 1.38% | 22 |
|
|
2020
Q3 | $1.08M | Buy |
9,850
+2
| +0% | +$220 | 0.76% | 34 |
|
|
2020
Q2 | $1.01M | Buy |
+9,848
| New | +$1.01M | 0.51% | 37 |
|