Nisa Investment Advisors’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.2K | Buy |
1,196
+414
| +53% | +$9.08K | ﹤0.01% | 1806 |
|
|
2025
Q1 | $15.1K | Sell |
782
-28,833
| -97% | -$556K | ﹤0.01% | 1995 |
|
|
2024
Q4 | $628K | Buy |
+29,615
| New | +$628K | ﹤0.01% | 1001 |
|
|
2024
Q2 | – | Sell |
-765
| Closed | -$16.9K | – | 2965 |
|
|
2024
Q1 | $16.9K | Buy |
+765
| New | +$16.9K | ﹤0.01% | 1944 |
|
|
2023
Q3 | – | Sell |
-2,500
| Closed | -$69.2K | – | 2818 |
|
|
2023
Q2 | $69.2K | Hold |
2,500
| – | – | ﹤0.01% | 1633 |
|
|
2023
Q1 | $81K | Sell |
2,500
-500
| -17% | -$16.2K | ﹤0.01% | 1567 |
|
|
2022
Q4 | $105K | Buy |
3,000
+2,000
| +200% | +$70K | ﹤0.01% | 1538 |
|
|
2022
Q3 | $34K | Buy |
1,000
+427
| +75% | +$14.5K | ﹤0.01% | 1885 |
|
|
2022
Q2 | $20K | Hold |
573
| – | – | ﹤0.01% | 2048 |
|
|
2022
Q1 | $20K | Sell |
573
-8,270
| -94% | -$289K | ﹤0.01% | 2051 |
|
|
2021
Q4 | $338K | Buy |
8,843
+9
| +0.1% | +$344 | ﹤0.01% | 1124 |
|
|
2021
Q3 | $342 | Sell |
8,834
-3,563
| -29% | -$138 | ﹤0.01% | 1235 |
|
|
2021
Q2 | $431 | Hold |
12,397
| – | – | ﹤0.01% | 1169 |
|
|
2021
Q1 | $420 | Hold |
12,397
| – | – | ﹤0.01% | 1215 |
|
|
2020
Q4 | $435K | Buy |
12,397
+1,894
| +18% | +$66.5K | ﹤0.01% | 1204 |
|
|
2020
Q3 | $345K | Sell |
10,503
-21,358
| -67% | -$702K | ﹤0.01% | 1150 |
|
|
2020
Q2 | $1.09M | Buy |
31,861
+27,734
| +672% | +$951K | 0.01% | 763 |
|
|
2020
Q1 | $135K | Hold |
4,127
| – | – | ﹤0.01% | 1287 |
|
|
2019
Q4 | $156K | Sell |
4,127
-4,683
| -53% | -$177K | ﹤0.01% | 1367 |
|
|
2019
Q3 | $255K | Buy |
+8,810
| New | +$255K | ﹤0.01% | 1262 |
|