BDO Wealth Advisors’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
Q2 | $12.9K | Buy |
170
+70
| +70% | +$5.31K | ﹤0.01% | 668 |
|
|
2023
Q1 | $7.43K | Hold |
100
| – | – | ﹤0.01% | 756 |
|
|
2022
Q4 | $8.39K | Hold |
100
| – | – | ﹤0.01% | 711 |
|
|
2022
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 780 |
|
|
2022
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 740 |
|
|
2022
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 784 |
|
|
2021
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 781 |
|
|
2021
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 808 |
|
|
2021
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 844 |
|
|
2021
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 827 |
|
|
2020
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 645 |
|
|
2020
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 594 |
|
|
2020
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 579 |
|
|
2020
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 651 |
|
|
2019
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 465 |
|
|
2019
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 485 |
|
|
2019
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 478 |
|
|
2019
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 470 |
|
|
2018
Q4 | $4K | Sell |
100
-118
| -54% | -$4.72K | ﹤0.01% | 461 |
|
|
2018
Q3 | $13K | Hold |
218
| – | – | ﹤0.01% | 434 |
|
|
2018
Q2 | $12K | Hold |
218
| – | – | ﹤0.01% | 443 |
|
|
2018
Q1 | $13K | Hold |
218
| – | – | ﹤0.01% | 372 |
|
|
2017
Q4 | $15K | Hold |
218
| – | – | 0.01% | 297 |
|
|
2017
Q3 | $14K | Hold |
218
| – | – | 0.01% | 286 |
|
|
2017
Q2 | $14K | Buy |
+218
| New | +$14K | 0.01% | 333 |
|