Clear Harbor Asset Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-100
| Closed | -$4.03K | – | 609 |
|
|
2020
Q3 | $4.03K | Buy |
+100
| New | +$4.03K | ﹤0.01% | 685 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$5.5K | – | 566 |
|
|
2019
Q4 | $5.5K | Buy |
+100
| New | +$5.5K | ﹤0.01% | 652 |
|
|
2015
Q2 | – | Sell |
-10,444
| Closed | -$537K | – | 310 |
|
|
2015
Q1 | $537K | Hold |
10,444
| – | – | 0.1% | 156 |
|
|
2014
Q4 | $542K | Hold |
10,444
| – | – | 0.11% | 148 |
|
|
2014
Q3 | $548K | Hold |
10,444
| – | – | 0.12% | 115 |
|
|
2014
Q2 | $527K | Hold |
10,444
| – | – | 0.11% | 126 |
|
|
2014
Q1 | $480K | Hold |
10,444
| – | – | 0.11% | 134 |
|
|
2013
Q4 | $515K | Hold |
10,444
| – | – | 0.13% | 113 |
|
|
2013
Q3 | $447K | Hold |
10,444
| – | – | 0.12% | 108 |
|
|
2013
Q2 | $391K | Buy |
+10,444
| New | +$391K | 0.12% | 118 |
|