U.S. Capital Wealth Advisors’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-200
| Closed | -$28.4K | – | 1293 |
|
|
2022
Q4 | $28.4K | Buy |
+200
| New | +$28.4K | ﹤0.01% | 1024 |
|
|
2022
Q3 | – | Sell |
-28,506
| Closed | -$3.41M | – | 667 |
|
|
2022
Q2 | $3.41M | Buy |
28,506
+31
| +0.1% | +$3.71K | 0.15% | 136 |
|
|
2022
Q1 | $3.9M | Buy |
28,475
+7,402
| +35% | +$1.01M | 0.14% | 152 |
|
|
2021
Q4 | $3.23M | Sell |
21,073
-629
| -3% | -$96.4K | 0.13% | 172 |
|
|
2021
Q3 | $3.33M | Buy |
+21,702
| New | +$3.33M | 0.14% | 161 |
|