TrueWealth LLC’s Primerica PRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$30K Hold
2020
Q1
$23K Hold
2019
Q4
$34K Hold
2019
Q3
$33K Hold
2019
Q2
$31K Hold
2019
Q1
$32K Hold
2018
Q4
$25K Hold
2018
Q3
$31K Hold
2018
Q2
$26K Hold
2018
Q1
$25K Sell
2017
Q4
$35K Buy