YorkBridge Wealth Partners’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-86
| Closed | -$10K | – | 527 |
|
|
2019
Q2 | $10K | Sell |
86
-32
| -27% | -$3.72K | ﹤0.01% | 559 |
|
|
2019
Q1 | $14K | Sell |
118
-146
| -55% | -$17.3K | 0.01% | 518 |
|
|
2018
Q4 | $26K | Hold |
264
| – | – | 0.01% | 404 |
|
|
2018
Q3 | $32K | Hold |
264
| – | – | 0.01% | 414 |
|
|
2018
Q2 | $26K | Buy |
264
+8
| +3% | +$788 | 0.01% | 465 |
|
|
2018
Q1 | $25K | Buy |
256
+37
| +17% | +$3.61K | 0.01% | 474 |
|
|
2017
Q4 | $21K | Sell |
219
-61
| -22% | -$5.85K | 0.01% | 504 |
|
|
2017
Q3 | $23K | Hold |
280
| – | – | 0.01% | 489 |
|
|
2017
Q2 | $22K | Hold |
280
| – | – | 0.01% | 486 |
|
|
2017
Q1 | $24K | Buy |
280
+89
| +47% | +$7.63K | 0.01% | 467 |
|
|
2016
Q4 | $14K | Buy |
+191
| New | +$14K | 0.01% | 519 |
|