TFO Wealth Partners’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$506 | – | 592 |
|
|
2024
Q1 | $506 | Hold |
2
| – | – | ﹤0.01% | 265 |
|
|
2023
Q4 | $412 | Hold |
2
| – | – | ﹤0.01% | 394 |
|
|
2023
Q3 | $396 | Hold |
2
| – | – | ﹤0.01% | 529 |
|
|
2023
Q2 | $396 | Hold |
2
| – | – | ﹤0.01% | 329 |
|
|
2023
Q1 | $344 | Sell |
2
-1
| -33% | -$172 | ﹤0.01% | 337 |
|
|
2022
Q4 | $220 | Buy |
+3
| New | +$220 | ﹤0.01% | 616 |
|