DoubleLine ETF Adviser’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,635
| Closed | -$312K | – | 200 |
|
|
2024
Q3 | $312K | Sell |
3,635
-331
| -8% | -$28.4K | 0.08% | 176 |
|
|
2024
Q2 | $311K | Sell |
3,966
-132
| -3% | -$10.4K | 0.08% | 158 |
|
|
2024
Q1 | $354K | Buy |
4,098
+418
| +11% | +$36.1K | 0.09% | 168 |
|
|
2023
Q4 | $290K | Buy |
3,680
+256
| +7% | +$20.1K | 0.08% | 176 |
|
|
2023
Q3 | $247K | Buy |
3,424
+191
| +6% | +$13.8K | 0.09% | 151 |
|
|
2023
Q2 | $245K | Buy |
3,233
+481
| +17% | +$36.5K | 0.09% | 140 |
|
|
2023
Q1 | $205K | Sell |
2,752
-469
| -15% | -$34.9K | 0.09% | 186 |
|
|
2022
Q4 | $270K | Buy |
+3,221
| New | +$270K | 0.14% | 159 |
|