Reilly Financial Advisors’s PCM, Inc PCMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,706
| Closed | -$60K | – | 1014 |
|
|
2019
Q2 | $60K | Hold |
1,706
| – | – | 0.01% | 331 |
|
|
2019
Q1 | $62K | Hold |
1,706
| – | – | 0.01% | 313 |
|
|
2018
Q4 | $30K | Sell |
1,706
-524
| -23% | -$9.22K | ﹤0.01% | 415 |
|
|
2018
Q3 | $44K | Sell |
2,230
-89
| -4% | -$1.76K | 0.01% | 392 |
|
|
2018
Q2 | $35K | Buy |
2,319
+524
| +29% | +$7.91K | 0.01% | 379 |
|
|
2018
Q1 | $15K | Buy |
1,795
+89
| +5% | +$744 | ﹤0.01% | 567 |
|
|
2017
Q4 | $17K | Hold |
1,706
| – | – | ﹤0.01% | 551 |
|
|
2017
Q3 | $24K | Hold |
1,706
| – | – | ﹤0.01% | 459 |
|
|
2017
Q2 | $32K | Hold |
1,706
| – | – | ﹤0.01% | 393 |
|
|
2017
Q1 | $48K | Hold |
1,706
| – | – | 0.01% | 300 |
|
|
2016
Q4 | $38K | Hold |
1,706
| – | – | 0.01% | 322 |
|
|
2016
Q3 | $37K | Hold |
1,706
| – | – | 0.01% | 308 |
|
|
2016
Q2 | $19K | Hold |
1,706
| – | – | ﹤0.01% | 405 |
|
|
2016
Q1 | $14K | Hold |
1,706
| – | – | ﹤0.01% | 517 |
|
|
2015
Q4 | $17K | Hold |
1,706
| – | – | ﹤0.01% | 491 |
|
|
2015
Q3 | $15K | Sell |
1,706
-1,706
| -50% | -$15K | ﹤0.01% | 678 |
|
|
2015
Q2 | $34K | Buy |
+3,412
| New | +$34K | 0.01% | 526 |
|