Capitolis Advisors’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
Q1 | – | Sell |
-27,915
| Closed | -$2.02M | – | 400 |
|
|
2021
Q4 | $2.02M | Buy |
+27,915
| New | +$2.02M | 0.01% | 407 |
|
|
2021
Q3 | – | Sell |
-129,785
| Closed | -$8.2M | – | 434 |
|
|
2021
Q2 | $8.2M | Buy |
+129,785
| New | +$8.2M | 0.1% | 183 |
|
|
2021
Q1 | – | Sell |
-14,875
| Closed | -$738K | – | 532 |
|
|
2020
Q4 | $738K | Buy |
+14,875
| New | +$738K | 0.01% | 432 |
|