Avestar Capital’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
Q3 | – | Sell |
-377
| Closed | -$18K | – | 648 |
|
|
2019
Q2 | $18K | Hold |
377
| – | – | 0.01% | 407 |
|
|
2019
Q1 | $16K | Hold |
377
| – | – | 0.01% | 406 |
|
|
2018
Q4 | $14K | Sell |
377
-3,507
| -90% | -$130K | 0.01% | 391 |
|
|
2018
Q3 | $204K | Buy |
3,884
+746
| +24% | +$39.2K | 0.12% | 117 |
|
|
2018
Q2 | $151K | Buy |
3,138
+182
| +6% | +$8.76K | 0.1% | 142 |
|
|
2018
Q1 | $163K | Buy |
2,956
+383
| +15% | +$21.1K | 0.11% | 116 |
|
|
2017
Q4 | $169K | Buy |
+2,573
| New | +$169K | 0.13% | 95 |
|