Antonetti Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-33
| Closed | -$2.8K | – | 355 |
|
|
2022
Q4 | $2.8K | Sell |
33
-167
| -84% | -$14.2K | ﹤0.01% | 269 |
|
|
2022
Q3 | $14K | Hold |
200
| – | – | 0.02% | 203 |
|
|
2022
Q2 | $13K | Hold |
200
| – | – | 0.01% | 212 |
|
|
2022
Q1 | $15K | Hold |
200
| – | – | 0.01% | 225 |
|
|
2021
Q4 | $14K | Hold |
200
| – | – | 0.01% | 275 |
|
|
2021
Q3 | $13K | Buy |
+200
| New | +$13K | 0.01% | 288 |
|