Baird’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-5,765
| Closed | -$265K | – | 1182 |
|
|
2014
Q1 | $265K | Sell |
5,765
-1,000
| -15% | -$46K | ﹤0.01% | 1011 |
|
|
2013
Q4 | $334K | Sell |
6,765
-1,243
| -16% | -$61.4K | 0.01% | 938 |
|
|
2013
Q3 | $343K | Hold |
8,008
| – | – | 0.01% | 908 |
|
|
2013
Q2 | $300K | Buy |
+8,008
| New | +$300K | 0.01% | 908 |
|