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Primoris Wealth Advisors’s Sprout Social SPT Stock Holding History

Primoris Wealth Advisors’s Portfolio SPT Stock Details SPT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,209
Closed -$417K – 86
2022
Q1 		$417K Sell
5,209
-2,760
-35% -$221K 0.39% 50
2021
Q4 		$655K Buy
+7,969
New +$655K 0.53% 47