Ferris Capital’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
Q2 | – | Sell |
-420
| Closed | -$21K | – | 492 |
|
|
2019
Q1 | $21K | Hold |
420
| – | – | 0.01% | 345 |
|
|
2018
Q4 | $19K | Sell |
420
-8
| -2% | -$362 | 0.01% | 342 |
|
|
2018
Q3 | $25K | Hold |
428
| – | – | 0.01% | 345 |
|
|
2018
Q2 | $23K | Hold |
428
| – | – | 0.01% | 349 |
|
|
2018
Q1 | $26K | Buy |
+428
| New | +$26K | 0.01% | 368 |
|
|
2017
Q3 | – | Sell |
-428
| Closed | -$27K | – | 460 |
|
|
2017
Q2 | $27K | Buy |
+428
| New | +$27K | 0.01% | 322 |
|