Optimum Investment Advisors’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20
| Closed | -$2.54K | – | 742 |
|
|
2023
Q1 | $2.54K | Hold |
20
| – | – | ﹤0.01% | 661 |
|
|
2022
Q4 | $3.16K | Hold |
20
| – | – | ﹤0.01% | 658 |
|
|
2022
Q3 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 695 |
|
|
2020
Q4 | – | Sell |
-128
| Closed | -$14K | – | 919 |
|
|
2020
Q3 | $14K | Hold |
128
| – | – | ﹤0.01% | 651 |
|
|
2020
Q2 | $13K | Buy |
128
+86
| +205% | +$8.73K | ﹤0.01% | 662 |
|
|
2020
Q1 | $4K | Sell |
42
-86
| -67% | -$8.19K | ﹤0.01% | 776 |
|
|
2019
Q4 | $20K | Sell |
128
-39
| -23% | -$6.09K | 0.01% | 671 |
|
|
2019
Q3 | $23K | Buy |
167
+39
| +30% | +$5.37K | 0.01% | 660 |
|
|
2019
Q2 | $18K | Hold |
128
| – | – | 0.01% | 699 |
|
|
2019
Q1 | $16K | Hold |
128
| – | – | 0.01% | 731 |
|
|
2018
Q4 | $15K | Hold |
128
| – | – | 0.01% | 698 |
|
|
2018
Q3 | $17K | Hold |
128
| – | – | ﹤0.01% | 765 |
|
|
2018
Q2 | $17K | Hold |
128
| – | – | ﹤0.01% | 766 |
|
|
2018
Q1 | $19K | Buy |
+128
| New | +$19K | 0.01% | 717 |
|
|
2015
Q1 | $116K | Sell |
1,249
-100
| -7% | -$9.29K | 0.04% | 354 |
|
|
2014
Q4 | $123K | Sell |
1,349
-51
| -4% | -$4.65K | 0.04% | 335 |
|
|
2014
Q3 | $120K | Hold |
1,400
| – | – | 0.04% | 326 |
|
|
2014
Q2 | $125K | Hold |
1,400
| – | – | 0.04% | 323 |
|
|
2014
Q1 | $122K | Hold |
1,400
| – | – | 0.05% | 278 |
|
|
2013
Q4 | $109K | Hold |
1,400
| – | – | 0.04% | 285 |
|
|
2013
Q3 | $101K | Buy |
+1,400
| New | +$101K | 0.04% | 278 |
|