Sowell Financial Services’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-1,171
| Closed | -$190K | – | 2147 |
|
2021
Q1 | $190K | Buy |
1,171
+158
| +16% | +$25.6K | 0.01% | 1080 |
|
2020
Q4 | $136K | Buy |
1,013
+432
| +74% | +$58K | 0.01% | 1027 |
|
2020
Q3 | $66K | Buy |
+581
| New | +$66K | ﹤0.01% | 1118 |
|
2020
Q1 | – | Sell |
-8
| Closed | -$1K | – | 2642 |
|
2019
Q4 | $1K | Sell |
8
-8
| -50% | -$1K | ﹤0.01% | 2406 |
|
2019
Q3 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 2113 |
|