Crewe Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-61
| Closed | -$5.24K | – | 762 |
|
|
2024
Q3 | $5.24K | Hold |
61
| – | – | ﹤0.01% | 579 |
|
|
2024
Q2 | $4.79K | Hold |
61
| – | – | ﹤0.01% | 805 |
|
|
2024
Q1 | $5.27K | Buy |
+61
| New | +$5.27K | ﹤0.01% | 718 |
|
|
2023
Q1 | – | Sell |
-91
| Closed | -$7.64K | – | 989 |
|
|
2022
Q4 | $7.64K | Sell |
91
-179
| -66% | -$15K | ﹤0.01% | 597 |
|
|
2022
Q3 | $19K | Buy |
270
+49
| +22% | +$3.45K | ﹤0.01% | 480 |
|
|
2022
Q2 | $15K | Buy |
+221
| New | +$15K | ﹤0.01% | 497 |
|