Marotta Asset 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,520
| Closed | -$305K | – | 121 |
|
2021
Q4 | $305K | Sell |
1,520
-35
| -2% | -$7.02K | 0.07% | 85 |
|
2021
Q3 | $304K | Hold |
1,555
| – | – | 0.07% | 82 |
|
2021
Q2 | $298K | Buy |
1,555
+55
| +4% | +$10.5K | 0.07% | 82 |
|
2021
Q1 | $266K | Hold |
1,500
| – | – | 0.07% | 82 |
|
2020
Q4 | $224K | Buy |
+1,500
| New | +$224K | 0.06% | 76 |
|
2020
Q1 | – | Sell |
-1,500
| Closed | -$224K | – | 89 |
|
2019
Q4 | $224K | Buy |
+1,500
| New | +$224K | 0.07% | 79 |
|