Baystate Wealth Management’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 | $138 | Sell |
1
-29
| -97% | -$4K | ﹤0.01% | 1281 |
|
|
2023
Q3 | $2.18K | Buy |
+30
| New | +$2.18K | ﹤0.01% | 788 |
|
|
2021
Q4 | – | Sell |
-11
| Closed | -$1K | – | 957 |
|
|
2021
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 791 |
|
|
2021
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 761 |
|
|
2021
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 690 |
|
|
2020
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 642 |
|
|
2020
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 718 |
|
|
2020
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 720 |
|
|
2020
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 662 |
|
|
2019
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 589 |
|
|
2019
Q3 | $1K | Buy |
11
+1
| +10% | +$91 | ﹤0.01% | 544 |
|
|
2019
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 592 |
|
|
2019
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 607 |
|
|
2018
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 612 |
|
|
2018
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 626 |
|
|
2018
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 636 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 604 |
|
|
2017
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 598 |
|
|
2017
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 580 |
|
|
2017
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 610 |
|
|
2017
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 575 |
|