Cookson Peirce & Co’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,006
| Closed | -$505K | – | 217 |
|
|
2022
Q3 | $505K | Buy |
7,006
+718
| +11% | +$51.8K | 0.04% | 129 |
|
|
2022
Q2 | $420K | Buy |
6,288
+568
| +10% | +$37.9K | 0.03% | 140 |
|
|
2022
Q1 | $420K | Buy |
5,720
+1,320
| +30% | +$96.9K | 0.02% | 152 |
|
|
2021
Q4 | $318K | Buy |
+4,400
| New | +$318K | 0.02% | 178 |
|
|
2018
Q1 | – | Sell |
-6,110
| Closed | -$431K | – | 175 |
|
|
2017
Q4 | $431K | Sell |
6,110
-40
| -0.7% | -$2.82K | 0.04% | 127 |
|
|
2017
Q3 | $396K | Sell |
6,150
-510
| -8% | -$32.8K | 0.04% | 126 |
|
|
2017
Q2 | $427K | Buy |
6,660
+50
| +0.8% | +$3.21K | 0.05% | 120 |
|
|
2017
Q1 | $417K | Buy |
6,610
+190
| +3% | +$12K | 0.05% | 113 |
|
|
2016
Q4 | $371K | Buy |
+6,420
| New | +$371K | 0.05% | 111 |
|