Squar Milner Financial Services’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
Q3 | – | Sell |
-3,993
| Closed | -$420K | – | 146 |
|
2020
Q2 | $420K | Buy |
3,993
+3,086
| +340% | +$325K | 0.24% | 118 |
|
2020
Q1 | $86K | Hold |
907
| – | – | 0.05% | 293 |
|
2019
Q4 | $144K | Sell |
907
-3,222
| -78% | -$512K | 0.07% | 257 |
|
2019
Q3 | $454K | Buy |
4,129
+1,932
| +88% | +$212K | 0.23% | 109 |
|
2019
Q2 | $302K | Buy |
2,197
+1,190
| +118% | +$164K | 0.2% | 114 |
|
2019
Q1 | $123K | Buy |
1,007
+160
| +19% | +$19.5K | 0.09% | 235 |
|
2018
Q4 | $99K | Hold |
847
| – | – | 0.1% | 224 |
|
2018
Q3 | $115K | Sell |
847
-1,086
| -56% | -$147K | 0.1% | 223 |
|
2018
Q2 | $261K | Buy |
1,933
+240
| +14% | +$32.4K | 0.23% | 118 |
|
2018
Q1 | $256K | Hold |
1,693
| – | – | 0.32% | 112 |
|
2017
Q4 | $270K | Buy |
+1,693
| New | +$270K | 0.33% | 109 |
|