Edgestream Partners’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,936
| Closed | -$1.13M | – | 935 |
|
|
2023
Q2 | $1.13M | Buy |
+14,936
| New | +$1.13M | 0.1% | 335 |
|
|
2021
Q1 | – | Sell |
-17,920
| Closed | -$889K | – | 430 |
|
|
2020
Q4 | $889K | Sell |
17,920
-49,431
| -73% | -$2.45M | 0.04% | 296 |
|
|
2020
Q3 | $2.71M | Sell |
67,351
-5,393
| -7% | -$217K | 0.18% | 167 |
|
|
2020
Q2 | $3.02M | Buy |
72,744
+22,263
| +44% | +$925K | 0.16% | 161 |
|
|
2020
Q1 | $1.58M | Sell |
50,481
-40,581
| -45% | -$1.27M | 0.15% | 161 |
|
|
2019
Q4 | $5.01M | Buy |
+91,062
| New | +$5.01M | 0.26% | 119 |
|
|
2018
Q3 | – | Sell |
-58,850
| Closed | -$3.12M | – | 315 |
|
|
2018
Q2 | $3.12M | Sell |
58,850
-3,390
| -5% | -$179K | 0.63% | 47 |
|
|
2018
Q1 | $3.79M | Buy |
+62,240
| New | +$3.79M | 0.74% | 42 |
|
|
2017
Q2 | – | Sell |
-3,733
| Closed | -$236K | – | 144 |
|
|
2017
Q1 | $236K | Buy |
+3,733
| New | +$236K | 0.1% | 133 |
|