Eagle Ridge Investment Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-148,175
| Closed | -$8.15M | – | 146 |
|
|
2019
Q4 | $8.15M | Sell |
148,175
-2,826
| -2% | -$155K | 1.09% | 39 |
|
|
2019
Q3 | $8.63M | Sell |
151,001
-939
| -0.6% | -$53.7K | 1.25% | 30 |
|
|
2019
Q2 | $8.8M | Sell |
151,940
-2,028
| -1% | -$117K | 1.28% | 28 |
|
|
2019
Q1 | $7.73M | Buy |
153,968
+84,185
| +121% | +$4.23M | 1.14% | 33 |
|
|
2018
Q4 | $3.08M | Buy |
+69,783
| New | +$3.08M | 0.52% | 59 |
|