Private Wealth Management Group’s Princeton Bancorp BPRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
42,093
-3,318
| -7% | -$101K | 0.43% | 31 |
|
|
2025
Q1 | $1.39M | Sell |
45,411
-2,644
| -6% | -$80.8K | 0.51% | 27 |
|
|
2024
Q4 | $1.65M | Sell |
48,055
-775
| -2% | -$26.7K | 0.63% | 23 |
|
|
2024
Q3 | $1.81M | Sell |
48,830
-6,416
| -12% | -$237K | 0.71% | 23 |
|
|
2024
Q2 | $1.83M | Sell |
55,246
-1
| -0% | -$33 | 0.79% | 22 |
|
|
2024
Q1 | $1.7M | Sell |
55,247
-1,164
| -2% | -$35.8K | 0.77% | 21 |
|
|
2023
Q4 | $2.03M | Buy |
+56,411
| New | +$2.03M | 1% | 19 |
|