Northwest Wealth Management’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-150
| Closed | -$18K | – | 378 |
|
|
2019
Q1 | $18K | Hold |
150
| – | – | 0.01% | 298 |
|
|
2018
Q4 | $15K | Hold |
150
| – | – | 0.01% | 296 |
|
|
2018
Q3 | $18K | Hold |
150
| – | – | 0.01% | 303 |
|
|
2018
Q2 | $15K | Hold |
150
| – | – | 0.01% | 313 |
|
|
2018
Q1 | $14K | Buy |
+150
| New | +$14K | 0.01% | 323 |
|