Lee Financial’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-185
| Closed | -$7K | – | 505 |
|
|
2019
Q4 | $7K | Sell |
185
-110
| -37% | -$4.16K | ﹤0.01% | 394 |
|
|
2019
Q3 | $9K | Hold |
295
| – | – | ﹤0.01% | 363 |
|
|
2019
Q2 | $12K | Hold |
295
| – | – | ﹤0.01% | 326 |
|
|
2019
Q1 | $10K | Hold |
295
| – | – | ﹤0.01% | 340 |
|
|
2018
Q4 | $11K | Hold |
295
| – | – | ﹤0.01% | 277 |
|
|
2018
Q3 | $14K | Hold |
295
| – | – | ﹤0.01% | 286 |
|
|
2018
Q2 | $11K | Hold |
295
| – | – | ﹤0.01% | 456 |
|
|
2018
Q1 | $9K | Buy |
295
+80
| +37% | +$2.44K | ﹤0.01% | 502 |
|
|
2017
Q4 | $6K | Hold |
215
| – | – | ﹤0.01% | 415 |
|
|
2017
Q3 | $7K | Hold |
215
| – | – | ﹤0.01% | 390 |
|
|
2017
Q2 | $8K | Buy |
215
+50
| +30% | +$1.86K | ﹤0.01% | 361 |
|
|
2017
Q1 | $5K | Hold |
165
| – | – | ﹤0.01% | 348 |
|
|
2016
Q4 | $5K | Buy |
+165
| New | +$5K | ﹤0.01% | 368 |
|