CPA
Clear Perspective Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-153
| Closed | -$8K | – | 357 |
|
|
2018
Q2 | $8K | Buy |
+153
| New | +$8K | 0.01% | 390 |
|
|
2018
Q1 | – | Sell |
-153
| Closed | -$11K | – | 364 |
|
|
2017
Q4 | $11K | Hold |
153
| – | – | 0.01% | 331 |
|
|
2017
Q3 | $10K | Hold |
153
| – | – | 0.01% | 338 |
|
|
2017
Q2 | $10K | Hold |
153
| – | – | 0.01% | 342 |
|
|
2017
Q1 | $10K | Hold |
153
| – | – | 0.01% | 319 |
|
|
2016
Q4 | $9K | Buy |
+153
| New | +$9K | 0.01% | 321 |
|