Stone Toro Investment Advisers’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-4,300
| Closed | -$233K | – | 54 |
|
2014
Q4 | $233K | Buy |
+4,300
| New | +$233K | 0.6% | 64 |
|
2014
Q2 | – | Sell |
-4,800
| Closed | -$226K | – | 114 |
|
2014
Q1 | $226K | Sell |
4,800
-2,000
| -29% | -$94.2K | 0.32% | 87 |
|
2013
Q4 | $292K | Sell |
6,800
-10,600
| -61% | -$455K | 0.26% | 87 |
|
2013
Q3 | $702K | Buy |
17,400
+7,400
| +74% | +$299K | 0.46% | 59 |
|
2013
Q2 | $374K | Buy |
+10,000
| New | +$374K | 0.23% | 101 |
|