Wealthstreet Investment Advisors’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,367
| Closed | -$941K | – | 263 |
|
|
2021
Q1 | $941K | Sell |
5,367
-100
| -2% | -$17.5K | 0.09% | 175 |
|
|
2020
Q4 | $815K | Hold |
5,467
| – | – | 0.08% | 181 |
|
|
2020
Q3 | $601K | Hold |
5,467
| – | – | 0.07% | 201 |
|
|
2020
Q2 | $575K | Hold |
5,467
| – | – | 0.07% | 193 |
|
|
2020
Q1 | $523K | Hold |
5,467
| – | – | 0.08% | 179 |
|
|
2019
Q4 | $873K | Sell |
5,467
-100
| -2% | -$16K | 0.1% | 164 |
|
|
2019
Q3 | $826K | Hold |
5,567
| – | – | 0.11% | 160 |
|
|
2019
Q2 | $764K | Sell |
5,567
-300
| -5% | -$41.2K | 0.1% | 170 |
|
|
2019
Q1 | $720K | Hold |
5,867
| – | – | 0.1% | 177 |
|
|
2018
Q4 | $733K | Hold |
5,867
| – | – | 0.1% | 168 |
|
|
2018
Q3 | $799K | Sell |
5,867
-158
| -3% | -$21.5K | 0.1% | 184 |
|
|
2018
Q2 | $814K | Hold |
6,025
| – | – | 0.11% | 175 |
|
|
2018
Q1 | $911K | Buy |
6,025
+35
| +0.6% | +$5.29K | 0.11% | 162 |
|
|
2017
Q4 | $864K | Buy |
+5,990
| New | +$864K | 0.1% | 173 |
|