Desjardins Global Asset Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $109K | Sell |
1,388
-5,800
| -81% | -$456K | 0.01% | 456 |
|
|
2023
Q3 | $518K | Buy |
7,188
+1,455
| +25% | +$105K | 0.06% | 256 |
|
|
2023
Q2 | $435K | Buy |
5,733
+4,023
| +235% | +$305K | 0.05% | 313 |
|
|
2023
Q1 | $127K | Buy |
1,710
+888
| +108% | +$66K | 0.02% | 450 |
|
|
2022
Q4 | $68K | Sell |
822
-20
| -2% | -$1.66K | 0.01% | 419 |
|
|
2022
Q3 | $60K | Hold |
842
| – | – | 0.01% | 416 |
|
|
2022
Q2 | $56K | Hold |
842
| – | – | 0.01% | 411 |
|
|
2022
Q1 | $61K | Sell |
842
-52
| -6% | -$3.77K | 0.01% | 406 |
|
|
2021
Q4 | $64K | Buy |
+894
| New | +$64K | 0.01% | 418 |
|