Carmichael Hill & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-87
| Closed | -$6.6K | – | 704 |
|
|
2023
Q2 | $6.6K | Hold |
87
| – | – | ﹤0.01% | 518 |
|
|
2023
Q1 | $6.47K | Hold |
87
| – | – | ﹤0.01% | 522 |
|
|
2022
Q4 | $7.3K | Hold |
87
| – | – | ﹤0.01% | 491 |
|
|
2022
Q3 | $6K | Hold |
87
| – | – | ﹤0.01% | 545 |
|
|
2022
Q2 | $6K | Hold |
87
| – | – | ﹤0.01% | 528 |
|
|
2022
Q1 | $6K | Hold |
87
| – | – | ﹤0.01% | 559 |
|
|
2021
Q4 | $6K | Hold |
87
| – | – | ﹤0.01% | 568 |
|
|
2021
Q3 | $6K | Hold |
87
| – | – | ﹤0.01% | 558 |
|
|
2021
Q2 | $5K | Hold |
87
| – | – | ﹤0.01% | 562 |
|
|
2021
Q1 | $5K | Hold |
87
| – | – | ﹤0.01% | 550 |
|
|
2020
Q4 | $4K | Hold |
87
| – | – | ﹤0.01% | 558 |
|
|
2020
Q3 | $4K | Hold |
87
| – | – | ﹤0.01% | 523 |
|
|
2020
Q2 | $4K | Hold |
87
| – | – | ﹤0.01% | 497 |
|
|
2020
Q1 | $3K | Hold |
87
| – | – | ﹤0.01% | 508 |
|
|
2019
Q4 | $5K | Buy |
+87
| New | +$5K | ﹤0.01% | 499 |
|