Veritable’s Primerica PRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,467	Closed	-$290K	–	606
2023 Q2	$290K	Buy	1,467 +43	+3%	+$8.5K	﹤0.01%	708
2023 Q1	$245K	Hold	1,424	–	–	﹤0.01%	761
2022 Q4	$202K	Buy	+1,424	New	+$202K	﹤0.01%	816