Wealthspire Advisors (Maryland)’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $593K | Buy |
5,396
+409
| +8% | +$44.9K | 0.02% | 238 |
|
|
2020
Q2 | $525K | Sell |
4,987
-465
| -9% | -$49K | 0.04% | 249 |
|
|
2020
Q1 | $522K | Sell |
5,452
-953
| -15% | -$91.2K | 0.05% | 224 |
|
|
2019
Q4 | $1.02M | Buy |
6,405
+530
| +9% | +$84.6K | 0.07% | 165 |
|
|
2019
Q3 | $823K | Buy |
5,875
+1,131
| +24% | +$158K | 0.06% | 170 |
|
|
2019
Q2 | $651K | Buy |
4,744
+106
| +2% | +$14.5K | 0.05% | 210 |
|
|
2019
Q1 | $569K | Sell |
4,638
-2,129
| -31% | -$261K | 0.04% | 233 |
|
|
2018
Q4 | $791K | Buy |
6,767
+35
| +0.5% | +$4.09K | 0.07% | 144 |
|
|
2018
Q3 | $917K | Sell |
6,732
-96
| -1% | -$13.1K | 0.08% | 150 |
|
|
2018
Q2 | $922K | Sell |
6,828
-15
| -0.2% | -$2.03K | 0.08% | 137 |
|
|
2018
Q1 | $1.04M | Sell |
6,843
-892
| -12% | -$135K | 0.1% | 130 |
|
|
2017
Q4 | $1.12M | Buy |
7,735
+562
| +8% | +$81.1K | 0.11% | 126 |
|
|
2017
Q3 | $967K | Sell |
7,173
-80
| -1% | -$10.8K | 0.11% | 138 |
|
|
2017
Q2 | $906K | Buy |
7,253
+1,235
| +21% | +$154K | 0.11% | 129 |
|
|
2017
Q1 | $724K | Buy |
6,018
+22
| +0.4% | +$2.65K | 0.1% | 128 |
|
|
2016
Q4 | $701K | Buy |
5,996
+855
| +17% | +$100K | 0.1% | 130 |
|
|
2016
Q3 | $463K | Sell |
5,141
-125
| -2% | -$11.3K | 0.07% | 183 |
|
|
2016
Q2 | $429K | Buy |
5,266
+159
| +3% | +$13K | 0.07% | 189 |
|
|
2016
Q1 | $432K | Sell |
5,107
-602
| -11% | -$50.9K | 0.08% | 179 |
|
|
2015
Q4 | $544K | Buy |
+5,709
| New | +$544K | 0.1% | 142 |
|