Whittier Trust’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-157
| Closed | -$41.6K | – | 1594 |
|
2024
Q3 | $41.6K | Hold |
157
| – | – | ﹤0.01% | 958 |
|
2024
Q2 | $37.1K | Hold |
157
| – | – | ﹤0.01% | 966 |
|
2024
Q1 | $39.7K | Hold |
157
| – | – | ﹤0.01% | 982 |
|
2023
Q4 | $32.3K | Hold |
157
| – | – | ﹤0.01% | 999 |
|
2023
Q3 | $30.5K | Hold |
157
| – | – | ﹤0.01% | 1029 |
|
2023
Q2 | $31K | Hold |
157
| – | – | ﹤0.01% | 1029 |
|
2023
Q1 | $27K | Hold |
157
| – | – | ﹤0.01% | 1088 |
|
2022
Q4 | $22.3K | Hold |
157
| – | – | ﹤0.01% | 1123 |
|
2022
Q3 | $19K | Buy |
+157
| New | +$19K | ﹤0.01% | 1195 |
|