Dynamic Technology Lab’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,540
| Closed | -$467K | – | 1260 |
|
|
2025
Q1 | $467K | Buy |
5,540
+1,059
| +24% | +$89.3K | 0.07% | 511 |
|
|
2024
Q4 | $347K | Buy |
4,481
+1,871
| +72% | +$145K | 0.06% | 588 |
|
|
2024
Q3 | $224K | Sell |
2,610
-22,724
| -90% | -$1.95M | 0.02% | 842 |
|
|
2024
Q2 | $1.99M | Buy |
+25,334
| New | +$1.99M | 0.22% | 124 |
|
|
2023
Q4 | – | Sell |
-27,580
| Closed | -$1.99M | – | 1325 |
|
|
2023
Q3 | $1.99M | Buy |
+27,580
| New | +$1.99M | 0.2% | 94 |
|
|
2023
Q1 | – | Sell |
-57,146
| Closed | -$4.8M | – | 1418 |
|
|
2022
Q4 | $4.8M | Buy |
+57,146
| New | +$4.8M | 0.48% | 10 |
|
|
2021
Q4 | – | Sell |
-18,960
| Closed | -$1.22M | – | 1406 |
|
|
2021
Q3 | $1.22M | Buy |
+18,960
| New | +$1.22M | 0.15% | 202 |
|
|
2020
Q2 | – | Sell |
-17,193
| Closed | -$539K | – | 1260 |
|
|
2020
Q1 | $539K | Buy |
+17,193
| New | +$539K | 0.11% | 334 |
|
|
2018
Q3 | – | Sell |
-7,969
| Closed | -$422K | – | 1267 |
|
|
2018
Q2 | $422K | Buy |
+7,969
| New | +$422K | 0.06% | 527 |
|
|
2018
Q1 | – | Sell |
-13,780
| Closed | -$973K | – | 1280 |
|
|
2017
Q4 | $973K | Buy |
13,780
+7,789
| +130% | +$550K | 0.17% | 133 |
|
|
2017
Q3 | $385K | Sell |
5,991
-4,300
| -42% | -$276K | 0.06% | 571 |
|
|
2017
Q2 | $659K | Buy |
+10,291
| New | +$659K | 0.12% | 256 |
|
|
2016
Q2 | – | Sell |
-12,539
| Closed | -$495K | – | 1089 |
|
|
2016
Q1 | $495K | Sell |
12,539
-333
| -3% | -$13.1K | 0.13% | 269 |
|
|
2015
Q4 | $579K | Buy |
+12,872
| New | +$579K | 0.17% | 153 |
|
|
2015
Q3 | – | Sell |
-7,511
| Closed | -$385K | – | 988 |
|
|
2015
Q2 | $385K | Buy |
+7,511
| New | +$385K | 0.13% | 297 |
|
|
2015
Q1 | – | Sell |
-15,647
| Closed | -$813K | – | 834 |
|
|
2014
Q4 | $813K | Buy |
+15,647
| New | +$813K | 0.41% | 12 |
|