American Trust Investment Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-41,271
| Closed | -$1.86M | – | 73 |
|
|
2015
Q4 | $1.86M | Sell |
41,271
-3,850
| -9% | -$173K | 2.09% | 22 |
|
|
2015
Q3 | $2.14M | Sell |
45,121
-793
| -2% | -$37.5K | 2.48% | 14 |
|
|
2015
Q2 | $2.36M | Sell |
45,914
-56
| -0.1% | -$2.87K | 2.35% | 14 |
|
|
2015
Q1 | $2.36M | Buy |
45,970
+6,315
| +16% | +$324K | 2.34% | 17 |
|
|
2014
Q4 | $2.06M | Buy |
+39,655
| New | +$2.06M | 2.19% | 20 |
|