Ellevest Inc’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,860
| Closed | -$246K | – | 452 |
|
|
2024
Q3 | $246K | Sell |
2,860
-643
| -18% | -$55.2K | 0.01% | 363 |
|
|
2024
Q2 | $275K | Sell |
3,503
-1,475
| -30% | -$116K | 0.02% | 328 |
|
|
2024
Q1 | $430K | Buy |
4,978
+424
| +9% | +$36.6K | 0.03% | 241 |
|
|
2023
Q4 | $358K | Sell |
4,554
-90
| -2% | -$7.08K | 0.02% | 259 |
|
|
2023
Q3 | $335K | Buy |
4,644
+149
| +3% | +$10.7K | 0.03% | 244 |
|
|
2023
Q2 | $341K | Sell |
4,495
-5
| -0.1% | -$379 | 0.03% | 243 |
|
|
2023
Q1 | $334K | Sell |
4,500
-742
| -14% | -$55.1K | 0.03% | 219 |
|
|
2022
Q4 | $440K | Buy |
5,242
+150
| +3% | +$12.6K | 0.04% | 147 |
|
|
2022
Q3 | $367K | Sell |
5,092
-392
| -7% | -$28.3K | 0.03% | 146 |
|
|
2022
Q2 | $366K | Sell |
5,484
-108
| -2% | -$7.21K | 0.03% | 154 |
|
|
2022
Q1 | $411K | Buy |
5,592
+678
| +14% | +$49.8K | 0.03% | 168 |
|
|
2021
Q4 | $355K | Buy |
4,914
+834
| +20% | +$60.3K | 0.03% | 176 |
|
|
2021
Q3 | $263K | Buy |
4,080
+629
| +18% | +$40.5K | 0.03% | 225 |
|
|
2021
Q2 | $218K | Buy |
3,451
+206
| +6% | +$13K | 0.02% | 243 |
|
|
2021
Q1 | $195K | Buy |
3,245
+559
| +21% | +$33.6K | 0.02% | 228 |
|
|
2020
Q4 | $133K | Buy |
2,686
+995
| +59% | +$49.3K | 0.02% | 254 |
|
|
2020
Q3 | $68K | Buy |
1,691
+948
| +128% | +$38.1K | 0.01% | 327 |
|
|
2020
Q2 | $31K | Buy |
743
+640
| +621% | +$26.7K | 0.01% | 423 |
|
|
2020
Q1 | $3K | Buy |
103
+74
| +255% | +$2.16K | ﹤0.01% | 717 |
|
|
2019
Q4 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 689 |
|