Aviance Capital Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-14,484
| Closed | -$651K | – | 317 |
|
2015
Q4 | $651K | Buy |
14,484
+6,375
| +79% | +$287K | 0.02% | 202 |
|
2015
Q3 | $384K | Buy |
+8,109
| New | +$384K | 0.01% | 224 |
|
2014
Q1 | – | Sell |
-12
| Closed | -$1K | – | 374 |
|
2013
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 418 |
|
2013
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 438 |
|