CIBC World Market’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
Q2 | – | Sell |
-2,811
| Closed | -$243K | – | 1253 |
|
|
2024
Q1 | $243K | Buy |
+2,811
| New | +$243K | ﹤0.01% | 1100 |
|
|
2023
Q1 | – | Sell |
-48,102
| Closed | -$4.04M | – | 1218 |
|
|
2022
Q4 | $4.04M | Buy |
48,102
+22,911
| +91% | +$1.92M | 0.01% | 345 |
|
|
2022
Q3 | $1.82M | Buy |
25,191
+6,415
| +34% | +$463K | 0.01% | 502 |
|
|
2022
Q2 | $1.25M | Buy |
18,776
+451
| +2% | +$30.1K | ﹤0.01% | 597 |
|
|
2022
Q1 | $1.35M | Buy |
+18,325
| New | +$1.35M | ﹤0.01% | 634 |
|
|
2019
Q4 | – | Sell |
-4,221
| Closed | -$241K | – | 1123 |
|
|
2019
Q3 | $241K | Sell |
4,221
-6,377
| -60% | -$364K | ﹤0.01% | 913 |
|
|
2019
Q2 | $614K | Sell |
10,598
-1,382
| -12% | -$80.1K | ﹤0.01% | 726 |
|
|
2019
Q1 | $601K | Sell |
11,980
-1,562
| -12% | -$78.4K | ﹤0.01% | 756 |
|
|
2018
Q4 | $598K | Buy |
13,542
+2,639
| +24% | +$117K | ﹤0.01% | 690 |
|
|
2018
Q3 | $639K | Buy |
10,903
+5,767
| +112% | +$338K | ﹤0.01% | 772 |
|
|
2018
Q2 | $272K | Sell |
5,136
-5,243
| -51% | -$278K | ﹤0.01% | 965 |
|
|
2018
Q1 | $632K | Buy |
10,379
+2,842
| +38% | +$173K | ﹤0.01% | 745 |
|
|
2017
Q4 | $532K | Buy |
7,537
+523
| +7% | +$36.9K | ﹤0.01% | 492 |
|
|
2017
Q3 | $451K | Sell |
7,014
-91
| -1% | -$5.85K | ﹤0.01% | 506 |
|
|
2017
Q2 | $455K | Sell |
7,105
-23,139
| -77% | -$1.48M | ﹤0.01% | 805 |
|
|
2017
Q1 | $1.91M | Buy |
30,244
+21,639
| +251% | +$1.37M | 0.01% | 396 |
|
|
2016
Q4 | $498K | Sell |
8,605
-9,199
| -52% | -$532K | ﹤0.01% | 751 |
|
|
2016
Q3 | $917K | Sell |
17,804
-1,401
| -7% | -$72.2K | ﹤0.01% | 558 |
|
|
2016
Q2 | $790K | Sell |
19,205
-1,972
| -9% | -$81.1K | ﹤0.01% | 554 |
|
|
2016
Q1 | $835K | Sell |
21,177
-1,129
| -5% | -$44.5K | ﹤0.01% | 503 |
|
|
2015
Q4 | $1M | Buy |
22,306
+455
| +2% | +$20.5K | 0.01% | 486 |
|
|
2015
Q3 | $1.03M | Sell |
21,851
-365
| -2% | -$17.3K | 0.01% | 466 |
|
|
2015
Q2 | $1.14M | Buy |
22,216
+3,338
| +18% | +$171K | ﹤0.01% | 471 |
|
|
2015
Q1 | $970K | Buy |
18,878
+1,107
| +6% | +$56.9K | ﹤0.01% | 453 |
|
|
2014
Q4 | $923K | Buy |
+17,771
| New | +$923K | ﹤0.01% | 486 |
|
|
2013
Q4 | – | Sell |
-8,971
| Closed | -$384K | – | 692 |
|
|
2013
Q3 | $384K | Buy |
8,971
+1,371
| +18% | +$58.7K | ﹤0.01% | 484 |
|
|
2013
Q2 | $285K | Buy |
+7,600
| New | +$285K | ﹤0.01% | 482 |
|