Blume Capital 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-599
| Closed | -$32K | – | 198 |
|
2018
Q2 | $32K | Hold |
599
| – | – | 0.02% | 132 |
|
2018
Q1 | $36K | Hold |
599
| – | – | 0.02% | 131 |
|
2017
Q4 | $42K | Hold |
599
| – | – | 0.02% | 130 |
|
2017
Q3 | $39K | Hold |
599
| – | – | 0.02% | 131 |
|
2017
Q2 | $38K | Hold |
599
| – | – | 0.02% | 113 |
|
2017
Q1 | $38K | Hold |
599
| – | – | 0.02% | 115 |
|
2016
Q4 | $35K | Hold |
599
| – | – | 0.02% | 120 |
|
2016
Q3 | $31K | Hold |
599
| – | – | 0.02% | 113 |
|
2016
Q2 | $25K | Hold |
599
| – | – | 0.02% | 132 |
|
2016
Q1 | $24K | Hold |
599
| – | – | 0.02% | 132 |
|
2015
Q4 | $27K | Hold |
599
| – | – | 0.02% | 136 |
|
2015
Q3 | $28K | Sell |
599
-106
| -15% | -$4.96K | 0.02% | 131 |
|
2015
Q2 | $36K | Hold |
705
| – | – | 0.03% | 127 |
|
2015
Q1 | $36K | Hold |
705
| – | – | 0.03% | 154 |
|
2014
Q4 | $37K | Buy |
+705
| New | +$37K | 0.03% | 161 |
|