Windsor Wealth Management’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,127
| Closed | -$208K | – | 210 |
|
|
2022
Q1 | $208K | Buy |
+1,127
| New | +$208K | 0.04% | 227 |
|
|
2021
Q4 | – | Sell |
-1,061
| Closed | -$210K | – | 244 |
|
|
2021
Q3 | $210K | Hold |
1,061
| – | – | 0.04% | 215 |
|
|
2021
Q2 | $202K | Buy |
+1,061
| New | +$202K | 0.04% | 211 |
|
|
2020
Q2 | – | Sell |
-2,274
| Closed | -$218K | – | 192 |
|
|
2020
Q1 | $218K | Sell |
2,274
-515
| -18% | -$49.4K | 0.09% | 166 |
|
|
2019
Q4 | $445K | Sell |
2,789
-261
| -9% | -$41.6K | 0.16% | 120 |
|
|
2019
Q3 | $414K | Sell |
3,050
-861
| -22% | -$117K | 0.18% | 122 |
|
|
2019
Q2 | $547K | Buy |
3,911
+141
| +4% | +$19.7K | 0.24% | 104 |
|
|
2019
Q1 | $462K | Sell |
3,770
-49
| -1% | -$6.01K | 0.26% | 96 |
|
|
2018
Q4 | $446K | Buy |
3,819
+132
| +4% | +$15.4K | 0.31% | 91 |
|
|
2018
Q3 | $502K | Buy |
3,687
+150
| +4% | +$20.4K | 0.33% | 83 |
|
|
2018
Q2 | $478K | Buy |
3,537
+375
| +12% | +$50.7K | 0.37% | 77 |
|
|
2018
Q1 | $478K | Buy |
3,162
+954
| +43% | +$144K | 0.4% | 66 |
|
|
2017
Q4 | $319K | Buy |
+2,208
| New | +$319K | 0.27% | 95 |
|