WealthSource Partners’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,254
| Closed | -$231K | – | 580 |
|
|
2022
Q1 | $231K | Buy |
1,254
+3
| +0.2% | +$553 | 0.02% | 515 |
|
|
2021
Q4 | $251K | Buy |
1,251
+3
| +0.2% | +$602 | 0.02% | 472 |
|
|
2021
Q3 | $244K | Sell |
1,248
-402
| -24% | -$78.6K | 0.02% | 443 |
|
|
2021
Q2 | $315K | Buy |
1,650
+94
| +6% | +$17.9K | 0.03% | 355 |
|
|
2021
Q1 | $273K | Buy |
+1,556
| New | +$273K | 0.03% | 350 |
|
|
2020
Q2 | – | Sell |
-2,451
| Closed | -$235K | – | 373 |
|
|
2020
Q1 | $235K | Sell |
2,451
-528
| -18% | -$50.6K | 0.04% | 276 |
|
|
2019
Q4 | $476K | Sell |
2,979
-258
| -8% | -$41.2K | 0.06% | 241 |
|
|
2019
Q3 | $454K | Buy |
3,237
+528
| +19% | +$74.1K | 0.07% | 257 |
|
|
2019
Q2 | $372K | Buy |
+2,709
| New | +$372K | 0.06% | 291 |
|