AIM
Acrospire Investment Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-802
| Closed | -$51K | – | 1041 |
|
|
2017
Q2 | $51K | Sell |
802
-2,000
| -71% | -$127K | 0.05% | 835 |
|
|
2017
Q1 | $177K | Sell |
2,802
-1,198
| -30% | -$75.7K | 0.15% | 72 |
|
|
2016
Q4 | $231K | Buy |
4,000
+1,700
| +74% | +$98.2K | 0.1% | 266 |
|
|
2016
Q3 | $118K | Sell |
2,300
-400
| -15% | -$20.5K | 0.08% | 419 |
|
|
2016
Q2 | $111K | Buy |
2,700
+400
| +17% | +$16.4K | 0.08% | 357 |
|
|
2016
Q1 | $91K | Buy |
+2,300
| New | +$91K | 0.06% | 394 |
|