Evoke Wealth’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-28
| Closed | -$2K | – | 913 |
|
|
2022
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 1061 |
|
|
2022
Q2 | $2K | Buy |
28
+5
| +22% | +$357 | ﹤0.01% | 1066 |
|
|
2022
Q1 | $2K | Hold |
23
| – | – | ﹤0.01% | 1060 |
|
|
2021
Q4 | $2K | Hold |
23
| – | – | ﹤0.01% | 1063 |
|
|
2021
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 1098 |
|
|
2021
Q2 | $1K | Sell |
23
-100
| -81% | -$4.35K | ﹤0.01% | 1138 |
|
|
2021
Q1 | $7K | Buy |
123
+100
| +435% | +$5.69K | ﹤0.01% | 771 |
|
|
2020
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 989 |
|
|
2020
Q3 | $1K | Sell |
23
-33
| -59% | -$1.44K | ﹤0.01% | 963 |
|
|
2020
Q2 | $2K | Sell |
56
-83
| -60% | -$2.96K | ﹤0.01% | 891 |
|
|
2020
Q1 | $4.35K | Sell |
139
-121
| -47% | -$3.79K | ﹤0.01% | 641 |
|
|
2019
Q4 | $14.3K | Buy |
260
+1
| +0.4% | +$55 | ﹤0.01% | 666 |
|
|
2019
Q3 | $14.8K | Buy |
+259
| New | +$14.8K | ﹤0.01% | 735 |
|