Accel Wealth Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,956
| Closed | -$145K | – | 663 |
|
|
2023
Q1 | $145K | Buy |
1,956
+323
| +20% | +$24K | 0.06% | 261 |
|
|
2022
Q4 | $137K | Buy |
1,633
+2
| +0.1% | +$168 | 0.07% | 200 |
|
|
2022
Q3 | $129K | Buy |
1,631
+1
| +0.1% | +$79 | 0.07% | 213 |
|
|
2022
Q2 | $102K | Buy |
1,630
+264
| +19% | +$16.5K | 0.06% | 236 |
|
|
2022
Q1 | $101K | Buy |
1,366
+1
| +0.1% | +$74 | 0.05% | 254 |
|
|
2021
Q4 | $99K | Sell |
1,365
-95
| -7% | -$6.89K | 0.05% | 262 |
|
|
2021
Q3 | $94K | Buy |
1,460
+1
| +0.1% | +$64 | 0.06% | 228 |
|
|
2021
Q2 | $92K | Sell |
1,459
-37
| -2% | -$2.33K | 0.06% | 245 |
|
|
2021
Q1 | $90K | Sell |
1,496
-143
| -9% | -$8.6K | 0.07% | 230 |
|
|
2020
Q4 | $81K | Buy |
+1,639
| New | +$81K | 0.08% | 226 |
|