RGT Wealth Advisors’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,992
| Closed | -$481K | – | 35 |
|
|
2018
Q3 | $481K | Hold |
3,992
| – | – | 1.63% | 18 |
|
|
2018
Q2 | $398K | Buy |
3,992
+103
| +3% | +$10.3K | 1.28% | 17 |
|
|
2018
Q1 | $376K | Buy |
3,889
+671
| +21% | +$64.9K | 0.18% | 54 |
|
|
2017
Q4 | $327K | Hold |
3,218
| – | – | 0.18% | 59 |
|
|
2017
Q3 | $262K | Hold |
3,218
| – | – | 0.17% | 70 |
|
|
2017
Q2 | $244K | Hold |
3,218
| – | – | 0.17% | 68 |
|
|
2017
Q1 | $265K | Buy |
+3,218
| New | +$265K | 0.18% | 67 |
|