TrueWealth LLC’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $56K | Sell |
531
-10
| -2% | -$1.06K | 0.02% | 267 |
|
|
2020
Q1 | $52K | Hold |
541
| – | – | 0.03% | 247 |
|
|
2019
Q4 | $86K | Hold |
541
| – | – | 0.03% | 217 |
|
|
2019
Q3 | $76K | Hold |
541
| – | – | 0.03% | 222 |
|
|
2019
Q2 | $74K | Sell |
541
-150
| -22% | -$20.5K | 0.03% | 227 |
|
|
2019
Q1 | $85K | Hold |
691
| – | – | 0.04% | 213 |
|
|
2018
Q4 | $81K | Sell |
691
-12
| -2% | -$1.41K | 0.04% | 204 |
|
|
2018
Q3 | $96K | Hold |
703
| – | – | 0.04% | 201 |
|
|
2018
Q2 | $95K | Hold |
703
| – | – | 0.05% | 202 |
|
|
2018
Q1 | $106K | Sell |
703
-37
| -5% | -$5.58K | 0.05% | 184 |
|
|
2017
Q4 | $107K | Buy |
+740
| New | +$107K | 0.05% | 201 |
|