Armbruster 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-702
| Closed | -$43K | – | 165 |
|
2018
Q1 | $43K | Hold |
702
| – | – | 0.02% | 136 |
|
2017
Q4 | $50K | Hold |
702
| – | – | 0.02% | 130 |
|
2017
Q3 | $45K | Hold |
702
| – | – | 0.02% | 130 |
|
2017
Q2 | $45K | Hold |
702
| – | – | 0.02% | 131 |
|
2017
Q1 | $44K | Hold |
702
| – | – | 0.02% | 133 |
|
2016
Q4 | $41K | Buy |
+702
| New | +$41K | 0.02% | 135 |
|
2016
Q3 | – | Sell |
-450
| Closed | -$18K | – | 284 |
|
2016
Q2 | $18K | Hold |
450
| – | – | 0.01% | 192 |
|
2016
Q1 | $18K | Sell |
450
-45
| -9% | -$1.8K | 0.01% | 198 |
|
2015
Q4 | $22K | Buy |
+495
| New | +$22K | 0.02% | 193 |
|