Omnia Family Wealth’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 |
-22
| Closed | -$3K | – | 411 |
|
|
2019
Q1 | $3K | Hold |
22
| – | – | ﹤0.01% | 408 |
|
|
2018
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 434 |
|
|
2018
Q3 | $3K | Hold |
22
| – | – | ﹤0.01% | 386 |
|
|
2018
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 453 |
|
|
2018
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 466 |
|
|
2017
Q4 | $2K | Sell |
22
-79
| -78% | -$7.18K | ﹤0.01% | 480 |
|
|
2017
Q3 | $8K | Hold |
101
| – | – | ﹤0.01% | 298 |
|
|
2017
Q2 | $8K | Hold |
101
| – | – | ﹤0.01% | 322 |
|
|
2017
Q1 | $8K | Hold |
101
| – | – | ﹤0.01% | 319 |
|
|
2016
Q4 | $7K | Buy |
+101
| New | +$7K | ﹤0.01% | 336 |
|