Burleson & Co’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 | $65.9K | Hold |
785
| – | – | 0.02% | 162 |
|
|
2022
Q3 | $57K | Buy |
785
+100
| +15% | +$7.26K | 0.01% | 171 |
|
|
2022
Q2 | $46K | Hold |
685
| – | – | 0.01% | 177 |
|
|
2022
Q1 | $50K | Hold |
685
| – | – | 0.01% | 186 |
|
|
2021
Q4 | $50K | Hold |
685
| – | – | 0.01% | 192 |
|
|
2021
Q3 | $44K | Hold |
685
| – | – | 0.01% | 188 |
|
|
2021
Q2 | $43K | Hold |
685
| – | – | 0.01% | 193 |
|
|
2021
Q1 | $41K | Buy |
+685
| New | +$41K | 0.01% | 189 |
|