Wealthfront’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-545
| Closed | -$25K | – | 859 |
|
2015
Q3 | $25K | Buy |
545
+439
| +414% | +$20.1K | ﹤0.01% | 676 |
|
2015
Q2 | $5K | Buy |
106
+88
| +489% | +$4.15K | ﹤0.01% | 1052 |
|
2015
Q1 | $1K | Buy |
18
+17
| +1,700% | +$944 | ﹤0.01% | 1125 |
|
2014
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 911 |
|