TNAM
Terra Nova Asset Management’s Primerica PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $740K | Sell |
7,578
-3,234
| -30% | -$316K | 1.99% | 26 |
|
|
2018
Q3 | $1.3M | Hold |
10,812
| – | – | 1.97% | 23 |
|
|
2018
Q2 | $1.08M | Buy |
10,812
+70
| +0.7% | +$6.97K | 1.86% | 25 |
|
|
2018
Q1 | $1.04M | Buy |
10,742
+135
| +1% | +$13K | 1.84% | 26 |
|
|
2017
Q4 | $1.08M | Buy |
10,607
+113
| +1% | +$11.5K | 1.87% | 23 |
|
|
2017
Q3 | $856K | Buy |
10,494
+1,430
| +16% | +$117K | 1.75% | 30 |
|
|
2017
Q2 | $687K | Sell |
9,064
-350
| -4% | -$26.5K | 1.31% | 38 |
|
|
2017
Q1 | $774K | Buy |
+9,414
| New | +$774K | 1.55% | 32 |
|