Cornerstone Advisors (Washington)’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-980
| Closed | -$57K | – | 1217 |
|
|
2019
Q2 | $57K | Buy |
980
+253
| +35% | +$14.7K | 0.01% | 365 |
|
|
2019
Q1 | $36K | Buy |
727
+71
| +11% | +$3.52K | ﹤0.01% | 466 |
|
|
2018
Q4 | $29K | Buy |
656
+119
| +22% | +$5.26K | 0.01% | 425 |
|
|
2018
Q3 | $31K | Hold |
537
| – | – | 0.02% | 438 |
|
|
2018
Q2 | $28K | Buy |
537
+17
| +3% | +$886 | 0.02% | 436 |
|
|
2018
Q1 | $32K | Hold |
520
| – | – | 0.02% | 396 |
|
|
2017
Q4 | $37K | Hold |
520
| – | – | 0.02% | 337 |
|
|
2017
Q3 | $33K | Hold |
520
| – | – | 0.02% | 355 |
|
|
2017
Q2 | $33K | Hold |
520
| – | – | 0.02% | 365 |
|
|
2017
Q1 | $33K | Hold |
520
| – | – | 0.02% | 363 |
|
|
2016
Q4 | $30K | Buy |
520
+103
| +25% | +$5.94K | 0.03% | 377 |
|
|
2016
Q3 | $21K | Buy |
417
+388
| +1,338% | +$19.5K | 0.02% | 483 |
|
|
2016
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 824 |
|
|
2016
Q1 | $1K | Sell |
29
-34
| -54% | -$1.17K | ﹤0.01% | 820 |
|
|
2015
Q4 | $3K | Hold |
63
| – | – | ﹤0.01% | 668 |
|
|
2015
Q3 | $3K | Hold |
63
| – | – | ﹤0.01% | 659 |
|
|
2015
Q2 | $3K | Hold |
63
| – | – | ﹤0.01% | 524 |
|
|
2015
Q1 | $3K | Hold |
63
| – | – | ﹤0.01% | 536 |
|
|
2014
Q4 | $3K | Hold |
63
| – | – | ﹤0.01% | 502 |
|
|
2014
Q3 | $3K | Sell |
63
-10
| -14% | -$476 | ﹤0.01% | 344 |
|
|
2014
Q2 | $4K | Buy |
73
+34
| +87% | +$1.86K | ﹤0.01% | 336 |
|
|
2014
Q1 | $2K | Buy |
39
+10
| +34% | +$513 | ﹤0.01% | 390 |
|
|
2013
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 322 |
|
|
2013
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 302 |
|
|
2013
Q2 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 263 |
|