Clearview Wealth Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
0
| – | – | – | 722 |
|
|
2023
Q1 | – | Sell |
-513
| Closed | -$43.1K | – | 703 |
|
|
2022
Q4 | $43.1K | Hold |
513
| – | – | 0.03% | 175 |
|
|
2022
Q3 | $37K | Hold |
513
| – | – | 0.03% | 194 |
|
|
2022
Q2 | $34K | Hold |
513
| – | – | 0.03% | 221 |
|
|
2022
Q1 | $38K | Hold |
513
| – | – | 0.03% | 230 |
|
|
2021
Q4 | $37K | Buy |
+513
| New | +$37K | 0.02% | 259 |
|