Certified Advisory Corp’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-117
| Closed | -$7K | – | 583 |
|
|
2021
Q1 | $7K | Buy |
+117
| New | +$7K | ﹤0.01% | 644 |
|
|
2020
Q2 | $21K | Buy |
505
+2
| +0.4% | +$83 | 0.01% | 433 |
|
|
2020
Q1 | $16K | Buy |
503
+2
| +0.4% | +$64 | 0.01% | 461 |
|
|
2019
Q4 | $28K | Buy |
501
+1
| +0.2% | +$56 | 0.01% | 413 |
|
|
2019
Q3 | $29K | Buy |
500
+2
| +0.4% | +$116 | 0.01% | 410 |
|
|
2019
Q2 | $29K | Buy |
498
+1
| +0.2% | +$58 | 0.01% | 409 |
|
|
2019
Q1 | $25K | Hold |
497
| – | – | 0.01% | 411 |
|
|
2018
Q4 | $22K | Buy |
497
+2
| +0.4% | +$89 | 0.01% | 415 |
|
|
2018
Q3 | $29K | Buy |
495
+104
| +27% | +$6.09K | 0.01% | 377 |
|
|
2018
Q2 | $21K | Hold |
391
| – | – | 0.01% | 428 |
|
|
2018
Q1 | $23K | Hold |
391
| – | – | 0.01% | 380 |
|
|
2017
Q4 | $27K | Buy |
+391
| New | +$27K | 0.02% | 316 |
|