Toth Financial Advisory’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,100
| Closed | -$754K | – | 723 |
|
|
2021
Q1 | $754K | Buy |
+5,100
| New | +$754K | 0.12% | 128 |
|
|
2020
Q1 | – | Sell |
-4,000
| Closed | -$522K | – | 497 |
|
|
2019
Q4 | $522K | Buy |
4,000
+2,000
| +100% | +$261K | 0.11% | 128 |
|
|
2019
Q3 | $254K | Buy |
+2,000
| New | +$254K | 0.06% | 156 |
|