Strategic Wealth Management Group’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $364K | Hold |
1,906
| – | – | 0.13% | 85 |
|
|
2021
Q1 | $334K | Buy |
1,906
+1
| +0.1% | +$175 | 0.13% | 96 |
|
|
2020
Q4 | $284K | Sell |
1,905
-308
| -14% | -$45.9K | 0.12% | 95 |
|
|
2020
Q3 | $243K | Buy |
2,213
+309
| +16% | +$33.9K | 0.12% | 98 |
|
|
2020
Q2 | $200K | Buy |
+1,904
| New | +$200K | 0.12% | 95 |
|
|
2020
Q1 | – | Sell |
-2,076
| Closed | -$331K | – | 101 |
|
|
2019
Q4 | $331K | Buy |
2,076
+78
| +4% | +$12.4K | 0.21% | 62 |
|
|
2019
Q3 | $280K | Hold |
1,998
| – | – | 0.2% | 64 |
|
|
2019
Q2 | $274K | Sell |
1,998
-188
| -9% | -$25.8K | 0.21% | 63 |
|
|
2019
Q1 | $268K | Sell |
2,186
-1,515
| -41% | -$186K | 0.22% | 63 |
|
|
2018
Q4 | $433K | Buy |
+3,701
| New | +$433K | 0.42% | 40 |
|