Summit Wealth & Retirement Planning’s Primoris Services PRIM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-11,734	Closed	-$287K	–	95
2021 Q3	$287K	Sell	11,734 -2,469	-17%	-$60.4K	0.11%	76
2021 Q2	$418K	Sell	14,203 -682	-5%	-$20.1K	0.15%	64
2021 Q1	$493K	Buy	+14,885	New	+$493K	0.18%	70