Oakbrook Investments’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-4,675
| Closed | -$610K | – | 410 |
|
2019
Q4 | $610K | Sell |
4,675
-350
| -7% | -$45.7K | 0.12% | 271 |
|
2019
Q3 | $639K | Buy |
5,025
+1,000
| +25% | +$127K | 0.04% | 335 |
|
2019
Q2 | $483K | Buy |
+4,025
| New | +$483K | 0.03% | 397 |
|
2017
Q4 | – | Sell |
-3,000
| Closed | -$245K | – | 606 |
|
2017
Q3 | $245K | Buy |
+3,000
| New | +$245K | 0.02% | 506 |
|