Banque Pictet & Cie’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 |
-20,081
| Closed | -$1.45M | – | 422 |
|
2023
Q3 | $1.45M | Sell |
20,081
-10,294
| -34% | -$742K | 0.02% | 230 |
|
2023
Q2 | $2.3M | Buy |
30,375
+13,875
| +84% | +$1.05M | 0.02% | 232 |
|
2023
Q1 | $1.23M | Sell |
16,500
-5,563
| -25% | -$413K | 0.01% | 343 |
|
2022
Q4 | $1.85M | Sell |
22,063
-1,042
| -5% | -$87.4K | 0.02% | 299 |
|
2022
Q3 | $1.67M | Buy |
+23,105
| New | +$1.67M | 0.02% | 317 |
|