BerganKDV Wealth Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.09M | Sell |
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|
2023
Q1 | $2.22M | Sell |
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|
2022
Q4 | $4.61M | Sell |
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|
2022
Q3 | $4.14M | Buy |
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|
2022
Q2 | $3.76M | Sell |
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|
2022
Q1 | $4.14M | Buy |
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|
2021
Q4 | $3.75M | Sell |
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|
2021
Q3 | $3.42M | Buy |
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|
2021
Q2 | $3.17M | Sell |
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|
2021
Q1 | $3.03M | Sell |
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|
2020
Q4 | $2.56M | Sell |
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|
2020
Q3 | $2.17M | Sell |
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|
2020
Q2 | $2.26M | Buy |
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|
2020
Q1 | $1.69M | Buy |
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|
2019
Q4 | $2.65M | Buy |
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|
2019
Q3 | $2.61M | Buy |
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|
2019
Q2 | $2.59M | Sell |
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|
2019
Q1 | $2.42M | Buy |
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|
2018
Q4 | $1.89M | Buy |
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|
2018
Q3 | $293K | Buy |
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|
2018
Q2 | $215K | Buy |
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|
2018
Q1 | $236K | Sell |
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|
2017
Q4 | $286K | Sell |
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|
2017
Q3 | $384K | Buy |
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