BMCM
Burns Matteson Capital Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,842
| Closed | -$565K | – | 167 |
|
|
2023
Q3 | $565K | Buy |
+7,842
| New | +$565K | 0.36% | 76 |
|
|
2023
Q1 | – | Sell |
-7,645
| Closed | -$642K | – | 171 |
|
|
2022
Q4 | $642K | Buy |
+7,645
| New | +$642K | 0.43% | 66 |
|
|
2021
Q3 | – | Sell |
-6,224
| Closed | -$393K | – | 159 |
|
|
2021
Q2 | $393K | Buy |
+6,224
| New | +$393K | 0.31% | 70 |
|