Arkadios Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-536
| Closed | -$34K | – | 1419 |
|
|
2021
Q3 | $34K | Hold |
536
| – | – | ﹤0.01% | 1017 |
|
|
2021
Q2 | $33K | Buy |
536
+140
| +35% | +$8.62K | ﹤0.01% | 1087 |
|
|
2021
Q1 | $23K | Hold |
396
| – | – | ﹤0.01% | 939 |
|
|
2020
Q4 | $19K | Buy |
396
+147
| +59% | +$7.05K | ﹤0.01% | 769 |
|
|
2020
Q3 | $10.3K | Sell |
249
-5
| -2% | -$206 | 0.01% | 745 |
|
|
2020
Q2 | $10.8K | Sell |
254
-62
| -20% | -$2.64K | 0.01% | 666 |
|
|
2020
Q1 | $9.9K | Sell |
316
-9
| -3% | -$282 | 0.01% | 638 |
|
|
2019
Q4 | $18.2K | Buy |
+325
| New | +$18.2K | 0.01% | 475 |
|