1IA
1834 Investment Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,357
| Closed | -$202K | – | 219 |
|
|
2024
Q3 | $202K | Buy |
+2,357
| New | +$202K | 0.02% | 211 |
|
|
2024
Q2 | – | Sell |
-2,410
| Closed | -$208K | – | 219 |
|
|
2024
Q1 | $208K | Sell |
2,410
-532
| -18% | -$45.9K | 0.02% | 213 |
|
|
2023
Q4 | $231K | Sell |
2,942
-366
| -11% | -$28.8K | 0.03% | 217 |
|
|
2023
Q3 | $238K | Hold |
3,308
| – | – | 0.03% | 215 |
|
|
2023
Q2 | $251K | Sell |
3,308
-106
| -3% | -$8.04K | 0.03% | 218 |
|
|
2023
Q1 | $254K | Buy |
+3,414
| New | +$254K | 0.03% | 215 |
|
|
2022
Q3 | – | Sell |
-129
| Closed | -$9K | – | 380 |
|
|
2022
Q2 | $9K | Buy |
+129
| New | +$9K | ﹤0.01% | 383 |
|