Lucia Wealth Services’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,317
| Closed | -$593K | – | 174 |
|
|
2019
Q2 | $593K | Sell |
4,317
-903
| -17% | -$124K | 0.2% | 77 |
|
|
2019
Q1 | $640K | Buy |
5,220
+2,777
| +114% | +$340K | 0.22% | 86 |
|
|
2018
Q4 | $286K | Sell |
2,443
-3,245
| -57% | -$380K | 0.13% | 101 |
|
|
2018
Q3 | $775K | Buy |
5,688
+96
| +2% | +$13.1K | 0.24% | 87 |
|
|
2018
Q2 | $755K | Buy |
+5,592
| New | +$755K | 0.33% | 69 |
|