AAM
Auxier Asset Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,322
| Closed | -$200K | – | 172 |
|
|
2024
Q1 | $200K | Buy |
+2,322
| New | +$200K | 0.03% | 169 |
|
|
2016
Q3 | – | Sell |
-5,322
| Closed | -$219K | – | 153 |
|
|
2016
Q2 | $219K | Hold |
5,322
| – | – | 0.05% | 135 |
|
|
2016
Q1 | $210K | Hold |
5,322
| – | – | 0.05% | 136 |
|
|
2015
Q4 | $239K | Hold |
5,322
| – | – | 0.05% | 131 |
|
|
2015
Q3 | $252K | Hold |
5,322
| – | – | 0.06% | 124 |
|
|
2015
Q2 | $273K | Buy |
+5,322
| New | +$273K | 0.06% | 123 |
|