Cutler Group’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-123
| Closed | -$7K | – | 2466 |
|
|
2021
Q3 | $7K | Sell |
123
-600
| -83% | -$34.1K | ﹤0.01% | 1790 |
|
|
2021
Q2 | $45K | Sell |
723
-967
| -57% | -$60.2K | ﹤0.01% | 1269 |
|
|
2021
Q1 | $101K | Buy |
+1,690
| New | +$101K | 0.01% | 896 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2231 |
|
|
2020
Q3 | – | Sell |
-6,170
| Closed | -$256K | – | 2128 |
|
|
2020
Q2 | $256K | Buy |
6,170
+5,700
| +1,213% | +$236K | 0.02% | 373 |
|
|
2020
Q1 | $14K | Buy |
+470
| New | +$14K | ﹤0.01% | 1072 |
|
|
2019
Q4 | – | Sell |
-484
| Closed | -$27K | – | 1968 |
|
|
2019
Q3 | $27K | Sell |
484
-240
| -33% | -$13.4K | ﹤0.01% | 983 |
|
|
2019
Q2 | $41K | Buy |
+724
| New | +$41K | ﹤0.01% | 984 |
|
|
2019
Q1 | – | Sell |
-526
| Closed | -$23K | – | 2011 |
|
|
2018
Q4 | $23K | Buy |
526
+400
| +317% | +$17.5K | ﹤0.01% | 1059 |
|
|
2018
Q3 | $7K | Hold |
126
| – | – | ﹤0.01% | 1347 |
|
|
2018
Q2 | $6K | Sell |
126
-769
| -86% | -$36.6K | ﹤0.01% | 1400 |
|
|
2018
Q1 | $54K | Buy |
895
+103
| +13% | +$6.22K | ﹤0.01% | 926 |
|
|
2017
Q4 | $55K | Buy |
+792
| New | +$55K | ﹤0.01% | 1067 |
|
|
2017
Q3 | – | Sell |
-4,650
| Closed | -$297K | – | 2926 |
|
|
2017
Q2 | $297K | Sell |
4,650
-700
| -13% | -$44.7K | 0.01% | 690 |
|
|
2017
Q1 | $337K | Buy |
+5,350
| New | +$337K | 0.01% | 611 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 3261 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 3206 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 3230 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 3227 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 3184 |
|