Schubert & Co’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-31
| Closed | -$5.34K | – | 1141 |
|
|
2023
Q1 | $5.34K | Hold |
31
| – | – | ﹤0.01% | 424 |
|
|
2022
Q4 | $4.4K | Hold |
31
| – | – | ﹤0.01% | 488 |
|
|
2022
Q3 | $4K | Buy |
31
+9
| +41% | +$1.16K | ﹤0.01% | 528 |
|
|
2022
Q2 | $3K | Buy |
22
+15
| +214% | +$2.05K | ﹤0.01% | 638 |
|
|
2022
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 866 |
|
|
2021
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 810 |
|