TrueWealth LLC’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $30K | Hold |
260
| – | – | 0.01% | 338 |
|
|
2020
Q1 | $23K | Hold |
260
| – | – | 0.01% | 341 |
|
|
2019
Q4 | $34K | Hold |
260
| – | – | 0.01% | 311 |
|
|
2019
Q3 | $33K | Hold |
260
| – | – | 0.01% | 306 |
|
|
2019
Q2 | $31K | Hold |
260
| – | – | 0.01% | 316 |
|
|
2019
Q1 | $32K | Hold |
260
| – | – | 0.01% | 314 |
|
|
2018
Q4 | $25K | Hold |
260
| – | – | 0.01% | 333 |
|
|
2018
Q3 | $31K | Hold |
260
| – | – | 0.01% | 332 |
|
|
2018
Q2 | $26K | Hold |
260
| – | – | 0.01% | 349 |
|
|
2018
Q1 | $25K | Sell |
260
-84
| -24% | -$8.08K | 0.01% | 333 |
|
|
2017
Q4 | $35K | Buy |
+344
| New | +$35K | 0.02% | 331 |
|