Cassady Schiller Wealth Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $10.1K | Buy |
130
+5
| +4% | +$387 | ﹤0.01% | 340 |
|
|
2024
Q3 | $10.7K | Sell |
125
-100
| -44% | -$8.59K | ﹤0.01% | 315 |
|
|
2024
Q2 | $17.7K | Hold |
225
| – | – | 0.01% | 281 |
|
|
2024
Q1 | $19.4K | Hold |
225
| – | – | 0.01% | 291 |
|
|
2023
Q4 | $17.7K | Hold |
225
| – | – | 0.01% | 289 |
|
|
2023
Q3 | $16.2K | Hold |
225
| – | – | 0.01% | 292 |
|
|
2023
Q2 | $17.1K | Hold |
225
| – | – | 0.01% | 294 |
|
|
2023
Q1 | $16.7K | Hold |
225
| – | – | 0.01% | 283 |
|
|
2022
Q4 | $18.9K | Buy |
+225
| New | +$18.9K | 0.01% | 271 |
|
|
2022
Q1 | – | Sell |
-227
| Closed | -$16K | – | 456 |
|
|
2021
Q4 | $16K | Buy |
+227
| New | +$16K | 0.01% | 287 |
|