Element Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-11,303
| Closed | -$646K | – | 179 |
|
|
2019
Q3 | $646K | Buy |
+11,303
| New | +$646K | 0.06% | 203 |
|
|
2019
Q2 | – | Sell |
-31,375
| Closed | -$1.58M | – | 598 |
|
|
2019
Q1 | $1.58M | Buy |
+31,375
| New | +$1.58M | 0.05% | 292 |
|
|
2018
Q3 | – | Sell |
-4,568
| Closed | -$242K | – | 984 |
|
|
2018
Q2 | $242K | Sell |
4,568
-466
| -9% | -$24.7K | 0.01% | 640 |
|
|
2018
Q1 | $307K | Buy |
+5,034
| New | +$307K | 0.01% | 473 |
|
|
2015
Q3 | – | Sell |
-400
| Closed | -$20.5K | – | 229 |
|
|
2015
Q2 | $20.5K | Buy |
+400
| New | +$20.5K | 0.01% | 270 |
|