Cobiz Wealth’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-8,098
| Closed | -$319K | – | 143 |
|
|
2016
Q1 | $319K | Hold |
8,098
| – | – | 0.08% | 116 |
|
|
2015
Q4 | $364K | Hold |
8,098
| – | – | 0.09% | 119 |
|
|
2015
Q3 | $383K | Hold |
8,098
| – | – | 0.09% | 111 |
|
|
2015
Q2 | $415K | Hold |
8,098
| – | – | 0.09% | 108 |
|
|
2015
Q1 | $416K | Hold |
8,098
| – | – | 0.09% | 102 |
|
|
2014
Q4 | $421K | Hold |
8,098
| – | – | 0.1% | 105 |
|
|
2014
Q3 | $425K | Hold |
8,098
| – | – | 0.1% | 102 |
|
|
2014
Q2 | $409K | Hold |
8,098
| – | – | 0.09% | 104 |
|
|
2014
Q1 | $372K | Hold |
8,098
| – | – | 0.09% | 105 |
|
|
2013
Q4 | $399K | Hold |
8,098
| – | – | 0.1% | 99 |
|
|
2013
Q3 | $347K | Hold |
8,098
| – | – | 0.09% | 104 |
|
|
2013
Q2 | $303K | Buy |
+8,098
| New | +$303K | 0.08% | 96 |
|