Disciplined Investments’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
Q3 | – | Sell |
-35
| Closed | -$2.65K | – | 1147 |
|
|
2023
Q2 | $2.65K | Hold |
35
| – | – | ﹤0.01% | 551 |
|
|
2023
Q1 | $2.6K | Sell |
35
-6
| -15% | -$446 | ﹤0.01% | 569 |
|
|
2022
Q4 | $3.44K | Buy |
41
+4
| +11% | +$336 | ﹤0.01% | 460 |
|
|
2022
Q3 | $3K | Buy |
37
+1
| +3% | +$81 | ﹤0.01% | 542 |
|
|
2022
Q2 | $2K | Buy |
36
+7
| +24% | +$389 | ﹤0.01% | 717 |
|
|
2022
Q1 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 762 |
|