C.M. Bidwell & Associates’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
Q3 | – | Sell |
-504
| Closed | -$32K | – | 601 |
|
|
2021
Q2 | $32K | Buy |
+504
| New | +$32K | 0.02% | 333 |
|
|
2020
Q4 | – | Sell |
-1,275
| Closed | -$51K | – | 525 |
|
|
2020
Q3 | $51K | Buy |
+1,275
| New | +$51K | 0.05% | 262 |
|
|
2014
Q4 | – | Sell |
-68,420
| Closed | -$3.59M | – | 239 |
|
|
2014
Q3 | $3.59M | Buy |
+68,420
| New | +$3.59M | 0.85% | 56 |
|
|
2014
Q1 | – | Sell |
-68,265
| Closed | -$3.37M | – | 253 |
|
|
2013
Q4 | $3.37M | Sell |
68,265
-7,335
| -10% | -$362K | 0.83% | 60 |
|
|
2013
Q3 | $3.24M | Buy |
+75,600
| New | +$3.24M | 0.89% | 49 |
|