EHWM
Eads & Heald Wealth Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,326
| Closed | -$201K | – | 147 |
|
|
2024
Q1 | $201K | Buy |
+2,326
| New | +$201K | 0.09% | 141 |
|
|
2023
Q1 | – | Sell |
-3,321
| Closed | -$279K | – | 147 |
|
|
2022
Q4 | $279K | Sell |
3,321
-840
| -20% | -$70.6K | 0.14% | 132 |
|
|
2022
Q3 | $300K | Sell |
4,161
-65
| -2% | -$4.69K | 0.17% | 125 |
|
|
2022
Q2 | $282K | Sell |
4,226
-305
| -7% | -$20.4K | 0.15% | 133 |
|
|
2022
Q1 | $333K | Hold |
4,531
| – | – | 0.15% | 124 |
|
|
2021
Q4 | $328K | Sell |
4,531
-30
| -0.7% | -$2.17K | 0.14% | 126 |
|
|
2021
Q3 | $294K | Buy |
4,561
+1,260
| +38% | +$81.2K | 0.14% | 127 |
|
|
2021
Q2 | $209K | Sell |
3,301
-69
| -2% | -$4.37K | 0.1% | 135 |
|
|
2021
Q1 | $202K | Buy |
+3,370
| New | +$202K | 0.1% | 135 |
|
|
2020
Q4 | – | Sell |
-5,813
| Closed | -$234K | – | 134 |
|
|
2020
Q3 | $234K | Sell |
5,813
-1,253
| -18% | -$50.4K | 0.14% | 120 |
|
|
2020
Q2 | $294K | Sell |
7,066
-1,605
| -19% | -$66.8K | 0.18% | 114 |
|
|
2020
Q1 | $272K | Sell |
8,671
-1,895
| -18% | -$59.4K | 0.19% | 112 |
|
|
2019
Q4 | $581K | Sell |
10,566
-1,895
| -15% | -$104K | 0.31% | 105 |
|
|
2019
Q3 | $712K | Sell |
12,461
-325
| -3% | -$18.6K | 0.4% | 95 |
|
|
2019
Q2 | $741K | Sell |
12,786
-547
| -4% | -$31.7K | 0.42% | 94 |
|
|
2019
Q1 | $669K | Buy |
13,333
+678
| +5% | +$34K | 0.39% | 97 |
|
|
2018
Q4 | $559K | Sell |
12,655
-940
| -7% | -$41.5K | 0.37% | 98 |
|
|
2018
Q3 | $797K | Buy |
13,595
+732
| +6% | +$42.9K | 0.46% | 88 |
|
|
2018
Q2 | $681K | Sell |
12,863
-80
| -0.6% | -$4.24K | 0.42% | 93 |
|
|
2018
Q1 | $788K | Sell |
12,943
-475
| -4% | -$28.9K | 0.5% | 85 |
|
|
2017
Q4 | $947K | Sell |
13,418
-2
| -0% | -$141 | 0.56% | 85 |
|
|
2017
Q3 | $863K | Buy |
13,420
+205
| +2% | +$13.2K | 0.54% | 86 |
|
|
2017
Q2 | $847K | Buy |
13,215
+96
| +0.7% | +$6.15K | 0.54% | 86 |
|
|
2017
Q1 | $828K | Buy |
13,119
+5,575
| +74% | +$352K | 0.53% | 84 |
|
|
2016
Q4 | $436K | Buy |
7,544
+514
| +7% | +$29.7K | 0.3% | 106 |
|
|
2016
Q3 | $362K | Buy |
7,030
+10
| +0.1% | +$515 | 0.25% | 109 |
|
|
2016
Q2 | $289K | Sell |
7,020
-445
| -6% | -$18.3K | 0.2% | 116 |
|
|
2016
Q1 | $294K | Buy |
7,465
+30
| +0.4% | +$1.18K | 0.2% | 117 |
|
|
2015
Q4 | $334K | Buy |
+7,435
| New | +$334K | 0.23% | 116 |
|