Wolff Wiese Magana’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-485
| Closed | -$60K | – | 932 |
|
|
2022
Q3 | $60K | Hold |
485
| – | – | 0.05% | 217 |
|
|
2022
Q2 | $58K | Buy |
485
+36
| +8% | +$4.31K | 0.04% | 230 |
|
|
2022
Q1 | $61K | Sell |
449
-6
| -1% | -$815 | 0.04% | 238 |
|
|
2021
Q4 | $70K | Hold |
455
| – | – | 0.05% | 237 |
|
|
2021
Q3 | $70K | Sell |
455
-42
| -8% | -$6.46K | 0.05% | 231 |
|
|
2021
Q2 | $76K | Hold |
497
| – | – | 0.05% | 225 |
|
|
2021
Q1 | $73K | Hold |
497
| – | – | 0.06% | 224 |
|
|
2020
Q4 | $67K | Buy |
+497
| New | +$67K | 0.06% | 222 |
|