Bowling Portfolio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-21,078
| Closed | -$1.05M | – | 241 |
|
|
2020
Q4 | $1.05M | Sell |
21,078
-1,450
| -6% | -$72K | 0.25% | 130 |
|
|
2020
Q3 | $907K | Buy |
+22,528
| New | +$907K | 0.2% | 149 |
|
|
2019
Q4 | – | Sell |
-50,021
| Closed | -$2.86M | – | 357 |
|
|
2019
Q3 | $2.86M | Buy |
+50,021
| New | +$2.86M | 0.48% | 60 |
|
|
2016
Q1 | – | Sell |
-65,453
| Closed | -$2.94M | – | 189 |
|
|
2015
Q4 | $2.94M | Sell |
65,453
-1,016
| -2% | -$45.7K | 0.65% | 65 |
|
|
2015
Q3 | $3.15M | Buy |
+66,469
| New | +$3.15M | 0.72% | 53 |
|