Asset Planning Services (Pennsylvania)’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-88
| Closed | -$5K | – | 203 |
|
|
2019
Q3 | $5K | Sell |
88
-34
| -28% | -$1.93K | ﹤0.01% | 239 |
|
|
2019
Q2 | $7K | Buy |
122
+1
| +0.8% | +$57 | ﹤0.01% | 214 |
|
|
2019
Q1 | $6K | Buy |
121
+1
| +0.8% | +$50 | ﹤0.01% | 223 |
|
|
2018
Q4 | $5K | Buy |
120
+2
| +2% | +$83 | ﹤0.01% | 230 |
|
|
2018
Q3 | $6K | Buy |
118
+1
| +0.9% | +$51 | ﹤0.01% | 223 |
|
|
2018
Q2 | $6K | Hold |
117
| – | – | ﹤0.01% | 221 |
|
|
2018
Q1 | $7K | Hold |
117
| – | – | ﹤0.01% | 221 |
|
|
2017
Q4 | $8K | Hold |
117
| – | – | ﹤0.01% | 222 |
|
|
2017
Q3 | $8K | Hold |
117
| – | – | ﹤0.01% | 243 |
|
|
2017
Q2 | $7K | Hold |
117
| – | – | ﹤0.01% | 248 |
|
|
2017
Q1 | $7K | Sell |
117
-261
| -69% | -$15.6K | ﹤0.01% | 239 |
|
|
2016
Q4 | $22K | Hold |
378
| – | – | 0.02% | 164 |
|
|
2016
Q3 | $19K | Hold |
378
| – | – | 0.02% | 164 |
|
|
2016
Q2 | $16K | Hold |
378
| – | – | 0.01% | 179 |
|
|
2016
Q1 | $15K | Hold |
378
| – | – | 0.01% | 179 |
|
|
2015
Q4 | $17K | Hold |
378
| – | – | 0.02% | 140 |
|
|
2015
Q3 | $18K | Hold |
378
| – | – | 0.02% | 129 |
|
|
2015
Q2 | $19K | Buy |
+378
| New | +$19K | 0.02% | 147 |
|