Blue Bell Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-134
| Closed | -$10K | – | 726 |
|
|
2022
Q3 | $10K | Hold |
134
| – | – | ﹤0.01% | 376 |
|
|
2022
Q2 | $9K | Hold |
134
| – | – | ﹤0.01% | 396 |
|
|
2022
Q1 | $10K | Hold |
134
| – | – | ﹤0.01% | 409 |
|
|
2021
Q4 | $10K | Buy |
+134
| New | +$10K | ﹤0.01% | 400 |
|
|
2016
Q4 | – | Sell |
-743
| Closed | -$39K | – | 357 |
|
|
2016
Q3 | $39K | Hold |
743
| – | – | 0.02% | 229 |
|
|
2016
Q2 | $31K | Hold |
743
| – | – | 0.02% | 249 |
|
|
2016
Q1 | $29K | Hold |
743
| – | – | 0.02% | 261 |
|
|
2015
Q4 | $33K | Hold |
743
| – | – | 0.02% | 254 |
|
|
2015
Q3 | $35K | Hold |
743
| – | – | 0.02% | 256 |
|
|
2015
Q2 | $38K | Hold |
743
| – | – | 0.02% | 246 |
|
|
2015
Q1 | $38K | Buy |
743
+134
| +22% | +$6.85K | 0.02% | 248 |
|
|
2014
Q4 | $31K | Hold |
609
| – | – | 0.02% | 275 |
|
|
2014
Q3 | $32K | Hold |
609
| – | – | 0.02% | 288 |
|
|
2014
Q2 | $31K | Hold |
609
| – | – | 0.02% | 274 |
|
|
2014
Q1 | $28K | Hold |
609
| – | – | 0.02% | 257 |
|
|
2013
Q4 | $30K | Buy |
+609
| New | +$30K | 0.02% | 259 |
|