CEDRUS’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
Q4 | – | Sell |
-4,850
| Closed | -$350K | – | 158 |
|
|
2023
Q3 | $350K | Hold |
4,850
| – | – | 0.25% | 88 |
|
|
2023
Q2 | $368K | Buy |
4,850
+148
| +3% | +$11.2K | 0.26% | 83 |
|
|
2023
Q1 | $349K | Buy |
4,702
+308
| +7% | +$22.9K | 0.25% | 91 |
|
|
2022
Q4 | $369K | Buy |
4,394
+1,443
| +49% | +$121K | 0.3% | 77 |
|
|
2022
Q3 | $213K | Buy |
+2,951
| New | +$213K | 0.2% | 114 |
|