Steward Partners Investment Advisory’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26,125
| Closed | -$554K | – | 4122 |
|
|
2024
Q4 | $554K | Buy |
+26,125
| New | +$554K | ﹤0.01% | 1109 |
|
|
2023
Q1 | – | Sell |
-80
| Closed | -$2.8K | – | 3395 |
|
|
2022
Q4 | $2.8K | Buy |
80
+48
| +150% | +$1.68K | ﹤0.01% | 2942 |
|
|
2022
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 3156 |
|
|
2022
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 3149 |
|
|
2022
Q1 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 3209 |
|
|
2021
Q2 | – | Sell |
-149
| Closed | -$5.04K | – | 7320 |
|
|
2021
Q1 | $5.04K | Hold |
149
| – | – | ﹤0.01% | 3000 |
|
|
2020
Q4 | $5K | Buy |
+149
| New | +$5K | ﹤0.01% | 2522 |
|
|
2017
Q4 | – | Sell |
-45
| Closed | -$1K | – | 1930 |
|
|
2017
Q3 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 1609 |
|