Summit Wealth Group’s Primerica PRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-32,726	Closed	–	–	211
2023 Q1	$0	Buy	+32,726	New	–	﹤0.01%	236
2021 Q3	–	Sell	-190	Closed	-$29K	–	177
2021 Q2	$29K	Hold	190	–	–	0.04%	64
2021 Q1	$28K	Buy	+190	New	+$28K	0.05%	61