AGF Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,108
| Closed | -$559K | – | 748 |
|
|
2023
Q4 | $559K | Sell |
7,108
-187
| -3% | -$14.7K | ﹤0.01% | 615 |
|
|
2023
Q3 | $526K | Hold |
7,295
| – | – | ﹤0.01% | 625 |
|
|
2023
Q2 | $553K | Sell |
7,295
-5,498
| -43% | -$417K | ﹤0.01% | 602 |
|
|
2023
Q1 | $951K | Buy |
12,793
+7,569
| +145% | +$563K | 0.01% | 592 |
|
|
2022
Q4 | $438K | Buy |
+5,224
| New | +$438K | ﹤0.01% | 700 |
|