Stoneridge Investment Partners’s Primoris Services PRIM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-6,876
| Closed | -$210K | – | 117 |
|
2023
Q2 | $210K | Buy |
+6,876
| New | +$210K | 0.09% | 101 |
|
2021
Q3 | – | Sell |
-7,583
| Closed | -$223K | – | 130 |
|
2021
Q2 | $223K | Hold |
7,583
| – | – | 0.11% | 98 |
|
2021
Q1 | $251K | Buy |
+7,583
| New | +$251K | 0.13% | 95 |
|
2017
Q2 | – | Sell |
-11,398
| Closed | -$265K | – | 295 |
|
2017
Q1 | $265K | Buy |
+11,398
| New | +$265K | 0.04% | 265 |
|