Dubuque Bank & Trust’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-283
| Closed | -$14K | – | 488 |
|
|
2019
Q1 | $14K | Hold |
283
| – | – | ﹤0.01% | 426 |
|
|
2018
Q4 | $13K | Hold |
283
| – | – | ﹤0.01% | 406 |
|
|
2018
Q3 | $17K | Buy |
+283
| New | +$17K | ﹤0.01% | 378 |
|
|
2017
Q3 | – | Sell |
-47
| Closed | -$3K | – | 667 |
|
|
2017
Q2 | $3K | Sell |
47
-479
| -91% | -$30.6K | ﹤0.01% | 571 |
|
|
2017
Q1 | $33K | Buy |
526
+47
| +10% | +$2.95K | 0.01% | 365 |
|
|
2016
Q4 | $28K | Buy |
+479
| New | +$28K | 0.01% | 298 |
|
|
2016
Q1 | – | Sell |
-210
| Closed | -$9K | – | 684 |
|
|
2015
Q4 | $9K | Hold |
210
| – | – | ﹤0.01% | 533 |
|
|
2015
Q3 | $10K | Buy |
+210
| New | +$10K | ﹤0.01% | 432 |
|