American Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,457
| Closed | -$410K | – | 77 |
|
|
2019
Q4 | $410K | Sell |
7,457
-300
| -4% | -$16.5K | 0.26% | 61 |
|
|
2019
Q3 | $443K | Sell |
7,757
-440
| -5% | -$25.1K | 0.31% | 55 |
|
|
2019
Q2 | $475K | Sell |
8,197
-1,100
| -12% | -$63.7K | 0.33% | 49 |
|
|
2019
Q1 | $467K | Sell |
9,297
-100
| -1% | -$5.02K | 0.35% | 50 |
|
|
2018
Q4 | $415K | Sell |
9,397
-500
| -5% | -$22.1K | 0.3% | 46 |
|
|
2018
Q3 | $580K | Hold |
9,897
| – | – | 0.51% | 34 |
|
|
2018
Q2 | $524K | Buy |
9,897
+100
| +1% | +$5.3K | 0.34% | 35 |
|
|
2018
Q1 | $597K | Sell |
9,797
-400
| -4% | -$24.4K | 0.52% | 28 |
|
|
2017
Q4 | $720K | Hold |
10,197
| – | – | 0.44% | 20 |
|
|
2017
Q3 | $656K | Sell |
10,197
-200
| -2% | -$12.9K | 0.4% | 22 |
|
|
2017
Q2 | $666K | Buy |
10,397
+4
| +0% | +$256 | 0.37% | 23 |
|
|
2017
Q1 | $656K | Buy |
10,393
+3
| +0% | +$189 | 0.41% | 21 |
|
|
2016
Q4 | $601K | Sell |
10,390
-250
| -2% | -$14.5K | 0.67% | 21 |
|
|
2016
Q3 | $548K | Buy |
+10,640
| New | +$548K | 0.31% | 16 |
|