Dynamic Advisor Solutions’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,564
| Closed | -$299K | – | 786 |
|
|
2022
Q4 | $299K | Buy |
3,564
+4
| +0.1% | +$336 | 0.02% | 553 |
|
|
2022
Q3 | $257K | Buy |
3,560
+1
| +0% | +$72 | 0.02% | 563 |
|
|
2022
Q2 | $238K | Buy |
3,559
+4
| +0.1% | +$267 | 0.02% | 603 |
|
|
2022
Q1 | $261K | Sell |
3,555
-122
| -3% | -$8.96K | 0.02% | 603 |
|
|
2021
Q4 | $266K | Hold |
3,677
| – | – | 0.02% | 607 |
|
|
2021
Q3 | $237K | Buy |
3,677
+21
| +0.6% | +$1.35K | 0.02% | 646 |
|
|
2021
Q2 | $231K | Hold |
3,656
| – | – | 0.02% | 628 |
|
|
2021
Q1 | $219K | Buy |
+3,656
| New | +$219K | 0.02% | 588 |
|