Avondale Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-700
| Closed | -$22K | – | 98 |
|
|
2020
Q1 | $22K | Hold |
700
| – | – | 0.03% | 65 |
|
|
2019
Q4 | $38K | Hold |
700
| – | – | 0.06% | 51 |
|
|
2019
Q3 | $40K | Hold |
700
| – | – | 0.07% | 46 |
|
|
2019
Q2 | $41K | Sell |
700
-500
| -42% | -$29.3K | 0.03% | 50 |
|
|
2019
Q1 | $60K | Hold |
1,200
| – | – | 0.05% | 40 |
|
|
2018
Q4 | $53K | Hold |
1,200
| – | – | 0.04% | 40 |
|
|
2018
Q3 | $70K | Hold |
1,200
| – | – | 0.07% | 31 |
|
|
2018
Q2 | $64K | Hold |
1,200
| – | – | 0.05% | 28 |
|
|
2018
Q1 | $73K | Hold |
1,200
| – | – | 0.06% | 26 |
|
|
2017
Q4 | $85K | Buy |
+1,200
| New | +$85K | 0.07% | 29 |
|