WR Wealth Planners’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $17.6K | Hold |
65
| – | – | 0.01% | 495 |
|
|
2024
Q3 | $17.2K | Buy |
65
+11
| +20% | +$2.92K | ﹤0.01% | 523 |
|
|
2024
Q2 | $12.8K | Buy |
54
+5
| +10% | +$1.18K | ﹤0.01% | 542 |
|
|
2024
Q1 | $12.4K | Buy |
+49
| New | +$12.4K | ﹤0.01% | 557 |
|
|
2023
Q4 | – | Sell |
-53
| Closed | -$10.3K | – | 678 |
|
|
2023
Q3 | $10.3K | Hold |
53
| – | – | ﹤0.01% | 554 |
|
|
2023
Q2 | $10.5K | Sell |
53
-15
| -22% | -$2.97K | ﹤0.01% | 556 |
|
|
2023
Q1 | $11.7K | Buy |
+68
| New | +$11.7K | 0.01% | 517 |
|