Mosaic Family Wealth Partners’s Perimeter Solutions PRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-24,344
| Closed | -$191K | – | 211 |
|
|
2024
Q2 | $191K | Hold |
24,344
| – | – | 0.03% | 189 |
|
|
2024
Q1 | $181K | Hold |
24,344
| – | – | 0.03% | 199 |
|
|
2023
Q4 | $112K | Hold |
24,344
| – | – | 0.02% | 192 |
|
|
2023
Q3 | $111K | Hold |
24,344
| – | – | 0.02% | 178 |
|
|
2023
Q2 | $150K | Buy |
24,344
+12,900
| +113% | +$79.3K | 0.03% | 182 |
|
|
2023
Q1 | $92.5K | Buy |
+11,444
| New | +$92.5K | 0.02% | 180 |
|