Spire Wealth Management’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4
| Closed | -$776 | – | 2445 |
|
|
2023
Q3 | $776 | Buy |
+4
| New | +$776 | ﹤0.01% | 2294 |
|
|
2023
Q1 | – | Sell |
-169
| Closed | -$24K | – | 2571 |
|
|
2022
Q4 | $24K | Hold |
169
| – | – | ﹤0.01% | 1300 |
|
|
2022
Q3 | $21K | Hold |
169
| – | – | ﹤0.01% | 1315 |
|
|
2022
Q2 | $20K | Hold |
169
| – | – | ﹤0.01% | 1675 |
|
|
2022
Q1 | $23K | Hold |
169
| – | – | ﹤0.01% | 1756 |
|
|
2021
Q4 | $26K | Hold |
169
| – | – | ﹤0.01% | 2024 |
|
|
2021
Q3 | $26K | Hold |
169
| – | – | ﹤0.01% | 1747 |
|
|
2021
Q2 | $26K | Hold |
169
| – | – | ﹤0.01% | 1772 |
|
|
2021
Q1 | $25K | Buy |
+169
| New | +$25K | ﹤0.01% | 2064 |
|