AP
Advisor Partners’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $880K | Buy |
13,178
+1,095
| +9% | +$73.1K | 0.06% | 323 |
|
|
2022
Q1 | $887K | Sell |
12,083
-1,203
| -9% | -$88.3K | 0.06% | 333 |
|
|
2021
Q4 | $961K | Buy |
13,286
+1,332
| +11% | +$96.3K | 0.06% | 313 |
|
|
2021
Q3 | $771K | Sell |
11,954
-184
| -2% | -$11.9K | 0.05% | 355 |
|
|
2021
Q2 | $767K | Sell |
12,138
-20
| -0.2% | -$1.26K | 0.05% | 367 |
|
|
2021
Q1 | $729K | Sell |
12,158
-144
| -1% | -$8.63K | 0.05% | 370 |
|
|
2020
Q4 | $610K | Sell |
12,302
-100
| -0.8% | -$4.96K | 0.05% | 388 |
|
|
2020
Q3 | $500K | Sell |
12,402
-589
| -5% | -$23.7K | 0.04% | 391 |
|
|
2020
Q2 | $539K | Buy |
12,991
+5,556
| +75% | +$231K | 0.05% | 345 |
|
|
2020
Q1 | $232K | Sell |
7,435
-3,983
| -35% | -$124K | 0.03% | 503 |
|
|
2019
Q4 | $630K | Sell |
11,418
-103
| -0.9% | -$5.68K | 0.07% | 295 |
|
|
2019
Q3 | $658K | Buy |
11,521
+1,004
| +10% | +$57.3K | 0.08% | 265 |
|
|
2019
Q2 | $609K | Buy |
10,517
+74
| +0.7% | +$4.29K | 0.07% | 268 |
|
|
2019
Q1 | $524K | Buy |
10,443
+261
| +3% | +$13.1K | 0.07% | 289 |
|
|
2018
Q4 | $450K | Buy |
10,182
+4,190
| +70% | +$185K | 0.07% | 294 |
|
|
2018
Q3 | $351K | Buy |
5,992
+462
| +8% | +$27.1K | 0.05% | 397 |
|
|
2018
Q2 | $293K | Sell |
5,530
-90
| -2% | -$4.77K | 0.05% | 422 |
|
|
2018
Q1 | $342K | Sell |
5,620
-590
| -10% | -$35.9K | 0.06% | 355 |
|
|
2017
Q4 | $460K | Buy |
6,210
+281
| +5% | +$20.8K | 0.08% | 289 |
|
|
2017
Q3 | $381K | Sell |
5,929
-358
| -6% | -$23K | 0.07% | 296 |
|
|
2017
Q2 | $403K | Buy |
6,287
+366
| +6% | +$23.5K | 0.09% | 267 |
|
|
2017
Q1 | $374K | Sell |
5,921
-181
| -3% | -$11.4K | 0.1% | 259 |
|
|
2016
Q4 | $353K | Buy |
6,102
+427
| +8% | +$24.7K | 0.11% | 240 |
|
|
2016
Q3 | $292K | Buy |
5,675
+410
| +8% | +$21.1K | 0.1% | 262 |
|
|
2016
Q2 | $216K | Buy |
5,265
+10
| +0.2% | +$410 | 0.08% | 332 |
|
|
2016
Q1 | $207K | Buy |
+5,255
| New | +$207K | 0.08% | 318 |
|