Meridian Wealth Management’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,244
| Closed | -$307K | – | 574 |
|
|
2022
Q1 | $307K | Buy |
2,244
+1
| +0% | +$137 | 0.03% | 309 |
|
|
2021
Q4 | $344K | Hold |
2,243
| – | – | 0.04% | 295 |
|
|
2021
Q3 | $345K | Buy |
2,243
+1
| +0% | +$154 | 0.04% | 285 |
|
|
2021
Q2 | $343K | Hold |
2,242
| – | – | 0.04% | 284 |
|
|
2021
Q1 | $331K | Buy |
+2,242
| New | +$331K | 0.05% | 268 |
|
|
2019
Q3 | – | Sell |
-182
| Closed | -$219 | – | 407 |
|
|
2019
Q2 | $219 | Buy |
+182
| New | +$219 | 0.01% | 525 |
|