LWA
Lineweaver Wealth Advisors’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,059
| Closed | -$512K | – | 142 |
|
|
2023
Q2 | $512K | Buy |
4,059
+705
| +21% | +$88.9K | 0.15% | 84 |
|
|
2023
Q1 | $426K | Buy |
3,354
+819
| +32% | +$104K | 0.13% | 90 |
|
|
2022
Q4 | $401K | Buy |
2,535
+71
| +3% | +$11.2K | 0.12% | 90 |
|
|
2022
Q3 | $370K | Buy |
2,464
+690
| +39% | +$104K | 0.12% | 97 |
|
|
2022
Q2 | $279K | Buy |
1,774
+481
| +37% | +$75.6K | 0.09% | 107 |
|
|
2022
Q1 | $238K | Buy |
+1,293
| New | +$238K | 0.07% | 127 |
|