Rockbridge Investment Management’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-63
| Closed | -$9.76K | – | 496 |
|
|
2023
Q4 | $9.76K | Buy |
+63
| New | +$9.76K | ﹤0.01% | 405 |
|
|
2022
Q3 | – | Sell |
-79
| Closed | -$12.5K | – | 464 |
|
|
2022
Q2 | $12.5K | Sell |
79
-210
| -73% | -$33.1K | ﹤0.01% | 345 |
|
|
2022
Q1 | $52.4K | Hold |
289
| – | – | 0.01% | 285 |
|
|
2021
Q4 | $58K | Hold |
289
| – | – | 0.01% | 323 |
|
|
2021
Q3 | $57K | Sell |
289
-19
| -6% | -$3.75K | 0.01% | 297 |
|
|
2021
Q2 | $59K | Hold |
308
| – | – | 0.01% | 289 |
|
|
2021
Q1 | $54K | Sell |
308
-82
| -21% | -$14.4K | 0.01% | 280 |
|
|
2020
Q4 | $58K | Hold |
390
| – | – | 0.01% | 267 |
|
|
2020
Q3 | $43K | Sell |
390
-76
| -16% | -$8.38K | 0.01% | 287 |
|
|
2020
Q2 | $49K | Buy |
+466
| New | +$49K | 0.01% | 234 |
|