Evolution Wealth Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-711
| Closed | -$46K | – | 500 |
|
|
2021
Q3 | $46K | Hold |
711
| – | – | 0.01% | 222 |
|
|
2021
Q2 | $45K | Hold |
711
| – | – | 0.01% | 221 |
|
|
2021
Q1 | $43K | Buy |
711
+185
| +35% | +$11.2K | 0.01% | 211 |
|
|
2020
Q4 | $26K | Buy |
526
+480
| +1,043% | +$23.7K | 0.01% | 232 |
|
|
2020
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 556 |
|
|
2020
Q2 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 498 |
|
|
2020
Q1 | – | Sell |
-63
| Closed | -$3K | – | 561 |
|
|
2019
Q4 | $3K | Buy |
63
+1
| +2% | +$48 | ﹤0.01% | 524 |
|
|
2019
Q3 | $4K | Hold |
62
| – | – | ﹤0.01% | 324 |
|
|
2019
Q2 | $4K | Buy |
+62
| New | +$4K | ﹤0.01% | 306 |
|