DFIM
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Detwiler Fenton Investment Management’s Principal Financial Group PFG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2015
Q2
Sell
-5,372
Closed -$276K 80
2015
Q1
$276K Sell
5,372
-331
-6% -$17K 0.29% 58
2014
Q4
$296K Sell
5,703
-30
-0.5% -$1.56K 0.33% 51
2014
Q3
$301K Buy
+5,733
New +$301K 0.29% 50