ETrade 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 |
-5,716
| Closed | -$327K | – | 830 |
|
|
2019
Q3 | $327K | Buy |
5,716
+46
| +0.8% | +$2.63K | 0.01% | 657 |
|
|
2019
Q2 | $328K | Buy |
5,670
+127
| +2% | +$7.35K | 0.01% | 659 |
|
|
2019
Q1 | $278K | Buy |
5,543
+20
| +0.4% | +$1K | 0.01% | 695 |
|
|
2018
Q4 | $244K | Buy |
+5,523
| New | +$244K | 0.01% | 678 |
|
|
2018
Q2 | – | Sell |
-4,817
| Closed | -$293K | – | 810 |
|
|
2018
Q1 | $293K | Buy |
4,817
+289
| +6% | +$17.6K | 0.01% | 634 |
|
|
2017
Q4 | $320K | Sell |
4,528
-653
| -13% | -$46.1K | 0.01% | 612 |
|
|
2017
Q3 | $333K | Buy |
5,181
+978
| +23% | +$62.9K | 0.01% | 563 |
|
|
2017
Q2 | $269K | Buy |
+4,203
| New | +$269K | 0.01% | 599 |
|
|
2016
Q1 | – | Sell |
-7,091
| Closed | -$319K | – | 478 |
|
|
2015
Q4 | $319K | Buy |
7,091
+1,184
| +20% | +$53.3K | 0.02% | 368 |
|
|
2015
Q3 | $280K | Buy |
+5,907
| New | +$280K | 0.02% | 375 |
|