CIM
Contravisory Investment Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Sell |
6,184
-23
| -0.4% | -$1.83K | 0.1% | 156 |
|
|
2025
Q1 | $524K | Buy |
+6,207
| New | +$524K | 0.11% | 139 |
|
|
2023
Q2 | – | Sell |
-5,401
| Closed | -$401K | – | 358 |
|
|
2023
Q1 | $401K | Buy |
5,401
+63
| +1% | +$4.68K | 0.11% | 122 |
|
|
2022
Q4 | $448K | Buy |
5,338
+4
| +0.1% | +$336 | 0.12% | 102 |
|
|
2022
Q3 | $385K | Hold |
5,334
| – | – | 0.13% | 95 |
|
|
2022
Q2 | $356K | Buy |
5,334
+6
| +0.1% | +$400 | 0.12% | 112 |
|
|
2022
Q1 | $391K | Buy |
+5,328
| New | +$391K | 0.11% | 120 |
|
|
2020
Q1 | – | Sell |
-5,567
| Closed | -$306K | – | 313 |
|
|
2019
Q4 | $306K | Buy |
5,567
+87
| +2% | +$4.78K | 0.11% | 119 |
|
|
2019
Q3 | $313K | Buy |
+5,480
| New | +$313K | 0.12% | 109 |
|