Clarus Wealth Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-238
| Closed | -$14K | – | 438 |
|
|
2019
Q2 | $14K | Hold |
238
| – | – | 0.01% | 408 |
|
|
2019
Q1 | $12K | Hold |
238
| – | – | 0.01% | 498 |
|
|
2018
Q4 | $11K | Hold |
238
| – | – | 0.02% | 499 |
|
|
2018
Q3 | $14K | Hold |
238
| – | – | 0.01% | 493 |
|
|
2018
Q2 | $14K | Buy |
+238
| New | +$14K | 0.01% | 479 |
|