Baldwin Wealth Partners’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-23,340
| Closed | -$1.21M | – | 258 |
|
|
2014
Q4 | $1.21M | Buy |
23,340
+350
| +2% | +$18.2K | 0.18% | 123 |
|
|
2014
Q3 | $1.21M | Buy |
22,990
+1,399
| +6% | +$73.4K | 0.17% | 118 |
|
|
2014
Q2 | $1.09M | Buy |
21,591
+182
| +0.9% | +$9.19K | 0.16% | 122 |
|
|
2014
Q1 | $985K | Buy |
21,409
+425
| +2% | +$19.6K | 0.16% | 124 |
|
|
2013
Q4 | $1.04M | Buy |
20,984
+282
| +1% | +$13.9K | 0.17% | 124 |
|
|
2013
Q3 | $886K | Buy |
+20,702
| New | +$886K | 0.16% | 127 |
|