ClearBridge Investments’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-526
| Closed | -$26K | – | 1116 |
|
|
2019
Q1 | $26K | Buy |
526
+4
| +0.8% | +$198 | ﹤0.01% | 925 |
|
|
2018
Q4 | $23K | Buy |
522
+13
| +3% | +$573 | ﹤0.01% | 961 |
|
|
2018
Q3 | $30K | Buy |
509
+3
| +0.6% | +$177 | ﹤0.01% | 970 |
|
|
2018
Q2 | $27K | Buy |
506
+3
| +0.6% | +$160 | ﹤0.01% | 949 |
|
|
2018
Q1 | $31K | Buy |
503
+4
| +0.8% | +$247 | ﹤0.01% | 924 |
|
|
2017
Q4 | $35K | Buy |
+499
| New | +$35K | ﹤0.01% | 917 |
|