Smith & Howard Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,477
| Closed | -$395K | – | 85 |
|
|
2019
Q4 | $395K | Buy |
2,477
+19
| +0.8% | +$3.03K | 0.13% | 51 |
|
|
2019
Q3 | $345K | Buy |
2,458
+171
| +7% | +$24K | 0.14% | 49 |
|
|
2019
Q2 | $314K | Sell |
2,287
-222
| -9% | -$30.5K | 0.13% | 43 |
|
|
2019
Q1 | $308K | Sell |
2,509
-26
| -1% | -$3.19K | 0.15% | 39 |
|
|
2018
Q4 | $296K | Buy |
+2,535
| New | +$296K | 0.16% | 40 |
|