Triad Financial Advisors’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $205K | Sell |
1,667
-98
| -6% | -$12K | 0.07% | 98 |
|
|
2023
Q2 | $222K | Sell |
1,765
-768
| -30% | -$96.7K | 0.09% | 93 |
|
|
2023
Q1 | $322K | Buy |
2,533
+2
| +0.1% | +$254 | 0.14% | 68 |
|
|
2022
Q4 | $400K | Buy |
2,531
+1
| +0% | +$158 | 0.18% | 63 |
|
|
2022
Q3 | $378K | Hold |
2,530
| – | – | 0.21% | 55 |
|
|
2022
Q2 | $399K | Buy |
2,530
+3
| +0.1% | +$473 | 0.22% | 55 |
|
|
2022
Q1 | $466K | Buy |
2,527
+24
| +1% | +$4.43K | 0.25% | 52 |
|
|
2021
Q4 | $502K | Buy |
+2,503
| New | +$502K | 0.3% | 54 |
|