AIA
Affinity Investment Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-31,690
| Closed | -$2.24M | – | 192 |
|
|
2017
Q4 | $2.24M | Buy |
31,690
+3,610
| +13% | +$255K | 0.25% | 76 |
|
|
2017
Q3 | $1.81M | Sell |
28,080
-4,870
| -15% | -$313K | 0.21% | 90 |
|
|
2017
Q2 | $2.11M | Sell |
32,950
-24,250
| -42% | -$1.55M | 0.25% | 89 |
|
|
2017
Q1 | $3.61M | Hold |
57,200
| – | – | 0.33% | 80 |
|
|
2016
Q4 | $3.31M | Sell |
57,200
-25,420
| -31% | -$1.47M | 0.31% | 84 |
|
|
2016
Q3 | $4.26M | Buy |
+82,620
| New | +$4.26M | 0.36% | 84 |
|