Wellington Shields Capital Management’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $276K | Buy |
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|
2022
Q4 | $340K | Buy |
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|
2022
Q3 | $296K | Buy |
|
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|
2022
Q2 | $192K | Sell |
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|
2022
Q1 | $219K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $246K | Hold |
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|
2021
Q2 | $245K | Hold |
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|
2021
Q1 | $237K | Hold |
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|
2020
Q4 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $209K | Hold |
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|
2019
Q3 | $204K | Buy |
|