Atlas Private Wealth Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-234
| Closed | -$15K | – | 554 |
|
|
2021
Q3 | $15K | Sell |
234
-5
| -2% | -$321 | 0.01% | 407 |
|
|
2021
Q2 | $15K | Hold |
239
| – | – | 0.01% | 407 |
|
|
2021
Q1 | $14K | Hold |
239
| – | – | 0.01% | 448 |
|
|
2020
Q4 | $12K | Hold |
239
| – | – | 0.01% | 406 |
|
|
2020
Q3 | $10K | Hold |
239
| – | – | 0.01% | 389 |
|
|
2020
Q2 | $10K | Buy |
+239
| New | +$10K | 0.01% | 406 |
|