Capital Bank & Trust’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
Q2 | – | Sell |
-4,876
| Closed | -$292K | – | 302 |
|
|
2021
Q1 | $292K | Hold |
4,876
| – | – | ﹤0.01% | 304 |
|
|
2020
Q4 | $242K | Buy |
+4,876
| New | +$242K | ﹤0.01% | 326 |
|
|
2020
Q3 | – | Sell |
-4,876
| Closed | -$203K | – | 319 |
|
|
2020
Q2 | $203K | Hold |
4,876
| – | – | ﹤0.01% | 284 |
|
|
2020
Q1 | $153K | Hold |
4,876
| – | – | ﹤0.01% | 306 |
|
|
2019
Q4 | $268K | Sell |
4,876
-147
| -3% | -$8.08K | ﹤0.01% | 270 |
|
|
2019
Q3 | $287K | Buy |
5,023
+147
| +3% | +$8.4K | ﹤0.01% | 262 |
|
|
2019
Q2 | $282K | Sell |
4,876
-5
| -0.1% | -$289 | ﹤0.01% | 260 |
|
|
2019
Q1 | $245K | Hold |
4,881
| – | – | ﹤0.01% | 259 |
|
|
2018
Q4 | $216K | Hold |
4,881
| – | – | ﹤0.01% | 277 |
|
|
2018
Q3 | $286K | Buy |
4,881
+5
| +0.1% | +$293 | ﹤0.01% | 264 |
|
|
2018
Q2 | $258K | Hold |
4,876
| – | – | ﹤0.01% | 264 |
|
|
2018
Q1 | $297K | Hold |
4,876
| – | – | ﹤0.01% | 234 |
|
|
2017
Q4 | $344K | Hold |
4,876
| – | – | ﹤0.01% | 236 |
|
|
2017
Q3 | $314K | Hold |
4,876
| – | – | ﹤0.01% | 229 |
|
|
2017
Q2 | $312K | Buy |
+4,876
| New | +$312K | ﹤0.01% | 222 |
|