Community Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,000
| Closed | -$252K | – | 71 |
|
|
2022
Q4 | $252K | Sell |
3,000
-1,350
| -31% | -$113K | 0.33% | 71 |
|
|
2022
Q3 | $314K | Sell |
4,350
-1,950
| -31% | -$141K | 0.41% | 70 |
|
|
2022
Q2 | $421K | Buy |
+6,300
| New | +$421K | 0.51% | 67 |
|
|
2022
Q1 | – | Sell |
-18,400
| Closed | -$959K | – | 83 |
|
|
2021
Q4 | $959K | Hold |
18,400
| – | – | 1.03% | 38 |
|
|
2021
Q3 | $1.19M | Buy |
18,400
+1,400
| +8% | +$90.2K | 1.23% | 25 |
|
|
2021
Q2 | $1.07M | Buy |
17,000
+7,000
| +70% | +$442K | 1.09% | 34 |
|
|
2021
Q1 | $600K | Buy |
+10,000
| New | +$600K | 0.66% | 54 |
|