FDx Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,852
| Closed | -$278K | – | 705 |
|
|
2023
Q3 | $278K | Sell |
3,852
-2,050
| -35% | -$148K | 0.02% | 499 |
|
|
2023
Q2 | $448K | Buy |
5,902
+1,740
| +42% | +$132K | 0.02% | 476 |
|
|
2023
Q1 | $349K | Hold |
4,162
| – | – | 0.02% | 515 |
|
|
2022
Q4 | $349K | Buy |
+4,162
| New | +$349K | 0.02% | 515 |
|
|
2018
Q4 | – | Sell |
-8,712
| Closed | -$510K | – | 741 |
|
|
2018
Q3 | $510K | Sell |
8,712
-8,255
| -49% | -$483K | 0.02% | 515 |
|
|
2018
Q2 | $898K | Buy |
16,967
+12,228
| +258% | +$647K | 0.03% | 392 |
|
|
2018
Q1 | $289K | Sell |
4,739
-2,425
| -34% | -$148K | 0.01% | 978 |
|
|
2017
Q4 | $505K | Buy |
+7,164
| New | +$505K | 0.01% | 803 |
|