Auxano 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,855
| Closed | -$278K | – | 134 |
|
|
2023
Q3 | $278K | Hold |
3,855
| – | – | 0.11% | 84 |
|
|
2023
Q2 | $287K | Hold |
3,855
| – | – | 0.11% | 85 |
|
|
2023
Q1 | $287K | Hold |
3,855
| – | – | 0.11% | 85 |
|
|
2022
Q4 | $324K | Hold |
3,855
| – | – | 0.15% | 75 |
|
|
2022
Q3 | $278K | Buy |
+3,855
| New | +$278K | 0.13% | 78 |
|