Cerity Partners OCIO’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.37M | Sell |
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|
2022
Q3 | $1.2M | Sell |
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|
2022
Q2 | $5.61M | Buy |
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|
2022
Q1 | $5.66M | Sell |
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|
2021
Q4 | $6.24M | Buy |
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|
2021
Q3 | $5.37M | Buy |
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|
2021
Q2 | $4.99M | Buy |
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|
2021
Q1 | $4.55M | Buy |
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|
2020
Q4 | $3.6M | Buy |
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|
2020
Q3 | $2.83M | Sell |
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|
2020
Q2 | $2.93M | Buy |
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|
2020
Q1 | $2.01M | Sell |
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|
2019
Q4 | $3.61M | Buy |
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|
2019
Q3 | $1.41M | Sell |
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|
2019
Q2 | $3.33M | Buy |
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|
2019
Q1 | $2.7M | Buy |
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|
2018
Q4 | $1.36M | Buy |
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