WESPAC Advisors SoCal’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-150
| Closed | -$18K | – | 240 |
|
|
2019
Q1 | $18K | Hold |
150
| – | – | 0.01% | 183 |
|
|
2018
Q4 | $17K | Hold |
150
| – | – | 0.01% | 198 |
|
|
2018
Q3 | $20K | Buy |
+150
| New | +$20K | 0.01% | 185 |
|
|
2018
Q2 | – | Sell |
-150
| Closed | -$22K | – | 208 |
|
|
2018
Q1 | $22K | Hold |
150
| – | – | 0.01% | 160 |
|
|
2017
Q4 | $21K | Hold |
150
| – | – | 0.01% | 159 |
|
|
2017
Q3 | $20K | Hold |
150
| – | – | 0.01% | 166 |
|
|
2017
Q2 | $18K | Hold |
150
| – | – | 0.01% | 162 |
|
|
2017
Q1 | $18K | Sell |
150
-155
| -51% | -$18.6K | 0.01% | 158 |
|
|
2016
Q4 | $35.7K | Hold |
305
| – | – | 0.02% | 124 |
|
|
2016
Q3 | $27.5K | Hold |
305
| – | – | 0.02% | 132 |
|
|
2016
Q2 | $24.8K | Buy |
+305
| New | +$24.8K | 0.02% | 145 |
|