CSat Investment Advisory’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $51K | Sell |
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|
2020
Q4 | $48K | Sell |
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|
2020
Q3 | $66K | Buy |
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|
2020
Q2 | $62K | Buy |
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|
2020
Q1 | $35K | Buy |
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|
2019
Q4 | $58K | Sell |
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|
2019
Q3 | $570K | Buy |
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|
2019
Q2 | $345K | Buy |
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|
2019
Q1 | $22K | Sell |
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|
2018
Q4 | $21K | Buy |
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|
2018
Q3 | $15K | Buy |
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|
2018
Q2 | $11K | Buy |
|