CAAM
Cornerstone Advisors Asset Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,068
| Closed | -$257K | – | 77 |
|
|
2022
Q4 | $257K | Hold |
3,068
| – | – | 0.14% | 74 |
|
|
2022
Q3 | $221K | Sell |
3,068
-1,023
| -25% | -$73.8K | 0.17% | 59 |
|
|
2022
Q2 | $273K | Hold |
4,091
| – | – | 0.19% | 62 |
|
|
2022
Q1 | $300K | Hold |
4,091
| – | – | 0.21% | 56 |
|
|
2021
Q4 | $296K | Buy |
+4,091
| New | +$296K | 0.22% | 49 |
|