United Capital Financial Advisors’s Primoris Services PRIM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-30,100
| Closed | -$535K | – | 1211 |
|
2020
Q2 | $535K | Sell |
30,100
-4,007
| -12% | -$71.2K | ﹤0.01% | 836 |
|
2020
Q1 | $542K | Sell |
34,107
-566
| -2% | -$8.99K | ﹤0.01% | 782 |
|
2019
Q4 | $771K | Buy |
+34,673
| New | +$771K | 0.01% | 860 |
|
2017
Q4 | – | Sell |
-18,467
| Closed | -$543K | – | 1348 |
|
2017
Q3 | $543K | Buy |
18,467
+1,066
| +6% | +$31.3K | ﹤0.01% | 932 |
|
2017
Q2 | $434K | Buy |
17,401
+3,555
| +26% | +$88.7K | ﹤0.01% | 966 |
|
2017
Q1 | $322K | Buy |
+13,846
| New | +$322K | ﹤0.01% | 1025 |
|