Waterfront Wealth’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,320
| Closed | -$549K | – | 256 |
|
|
2023
Q1 | $549K | Buy |
4,320
+240
| +6% | +$30.5K | 0.18% | 153 |
|
|
2022
Q4 | $666K | Buy |
4,080
+195
| +5% | +$31.8K | 0.23% | 137 |
|
|
2022
Q3 | $637K | Buy |
3,885
+584
| +18% | +$95.8K | 0.24% | 126 |
|
|
2022
Q2 | $521K | Buy |
3,301
+1,445
| +78% | +$228K | 0.21% | 133 |
|
|
2022
Q1 | $340K | Buy |
+1,856
| New | +$340K | 0.12% | 167 |
|