Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $223K | Buy |
3,487
+222
| +7% | +$14.2K | 0.04% | 244 |
|
|
2021
Q2 | $205K | Buy |
3,265
+73
| +2% | +$4.58K | 0.03% | 231 |
|
|
2021
Q1 | $190K | Sell |
3,192
-6
| -0.2% | -$357 | 0.04% | 198 |
|
|
2020
Q4 | $158K | Buy |
3,198
+190
| +6% | +$9.39K | 0.04% | 195 |
|
|
2020
Q3 | $120K | Buy |
3,008
+72
| +2% | +$2.87K | 0.03% | 201 |
|
|
2020
Q2 | $121K | Buy |
2,936
+355
| +14% | +$14.6K | 0.03% | 200 |
|
|
2020
Q1 | $80K | Buy |
2,581
+92
| +4% | +$2.85K | 0.03% | 230 |
|
|
2019
Q4 | $136K | Hold |
2,489
| – | – | 0.04% | 182 |
|
|
2019
Q3 | $141K | Buy |
2,489
+156
| +7% | +$8.84K | 0.04% | 170 |
|
|
2019
Q2 | $134K | Hold |
2,333
| – | – | 0.04% | 174 |
|
|
2019
Q1 | $116K | Sell |
2,333
-5
| -0.2% | -$249 | 0.04% | 176 |
|
|
2018
Q4 | $102K | Buy |
+2,338
| New | +$102K | 0.04% | 172 |
|