DA
DCM Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,078
| Closed | -$727K | – | 149 |
|
|
2022
Q3 | $727K | Sell |
10,078
-128
| -1% | -$9.24K | 0.37% | 69 |
|
|
2022
Q2 | $683K | Sell |
10,206
-1,659
| -14% | -$111K | 0.3% | 88 |
|
|
2022
Q1 | $871K | Buy |
11,865
+3,796
| +47% | +$279K | 0.31% | 85 |
|
|
2021
Q4 | $584K | Buy |
8,069
+202
| +3% | +$14.6K | 0.17% | 128 |
|
|
2021
Q3 | $507K | Buy |
7,867
+1,226
| +18% | +$79K | 0.2% | 137 |
|
|
2021
Q2 | $420K | Sell |
6,641
-988
| -13% | -$62.5K | 0.24% | 123 |
|
|
2021
Q1 | $457K | Buy |
+7,629
| New | +$457K | 0.27% | 120 |
|