BHWM
Bar Harbor Wealth Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,384
| Closed | -$254K | – | 313 |
|
|
2019
Q2 | $254K | Sell |
4,384
-132
| -3% | -$7.65K | 0.03% | 274 |
|
|
2019
Q1 | $227K | Buy |
+4,516
| New | +$227K | 0.03% | 270 |
|
|
2018
Q4 | – | Sell |
-3,705
| Closed | -$217K | – | 297 |
|
|
2018
Q3 | $217K | Buy |
+3,705
| New | +$217K | 0.02% | 288 |
|