Banque Cantonale Vaudoise’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,355
| Closed | -$674K | – | 1150 |
|
|
2023
Q3 | $674K | Sell |
9,355
-5,300
| -36% | -$382K | 0.03% | 405 |
|
|
2023
Q2 | $1.11M | Buy |
14,655
+7,000
| +91% | +$531K | 0.05% | 316 |
|
|
2023
Q1 | $568K | Sell |
7,655
-4,300
| -36% | -$319K | 0.03% | 423 |
|
|
2022
Q4 | $1M | Buy |
11,955
+2,600
| +28% | +$218K | 0.05% | 294 |
|
|
2022
Q3 | $675K | Hold |
9,355
| – | – | 0.04% | 424 |
|
|
2022
Q2 | $624K | Buy |
9,355
+2,000
| +27% | +$133K | 0.03% | 443 |
|
|
2022
Q1 | $540K | Hold |
7,355
| – | – | 0.02% | 535 |
|
|
2021
Q4 | $532K | Sell |
7,355
-27,400
| -79% | -$1.98M | 0.02% | 566 |
|
|
2021
Q3 | $2.24M | Buy |
34,755
+1,200
| +4% | +$77.3K | 0.1% | 205 |
|
|
2021
Q2 | $2.12M | Buy |
33,555
+28,300
| +539% | +$1.79M | 0.09% | 216 |
|
|
2021
Q1 | $315K | Sell |
5,255
-1,600
| -23% | -$95.9K | 0.02% | 654 |
|
|
2020
Q4 | $339K | Hold |
6,855
| – | – | 0.02% | 593 |
|
|
2020
Q3 | $275K | Sell |
6,855
-600
| -8% | -$24.1K | 0.02% | 597 |
|
|
2020
Q2 | $309K | Buy |
7,455
+2,600
| +54% | +$108K | 0.02% | 534 |
|
|
2020
Q1 | $152K | Hold |
4,855
| – | – | 0.01% | 681 |
|
|
2019
Q4 | $267K | Buy |
+4,855
| New | +$267K | 0.02% | 646 |
|