FAN
Financial Advisors Network’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,131
| Closed | -$667K | – | 119 |
|
|
2019
Q4 | $667K | Sell |
12,131
-264
| -2% | -$14.5K | 0.31% | 57 |
|
|
2019
Q3 | $708K | Buy |
12,395
+311
| +3% | +$17.8K | 0.36% | 53 |
|
|
2019
Q2 | $651K | Buy |
12,084
+381
| +3% | +$20.5K | 0.35% | 55 |
|
|
2019
Q1 | $603K | Buy |
11,703
+4,165
| +55% | +$215K | 0.35% | 56 |
|
|
2018
Q4 | $333K | Buy |
+7,538
| New | +$333K | 0.21% | 73 |
|
|
2018
Q2 | $351K | Buy |
+6,624
| New | +$351K | 0.21% | 66 |
|
|
2017
Q4 | $691K | Buy |
9,797
+8
| +0.1% | +$564 | 0.47% | 41 |
|
|
2017
Q3 | $630K | Buy |
9,789
+96
| +1% | +$6.18K | 0.5% | 44 |
|
|
2017
Q2 | $621K | Buy |
9,693
+571
| +6% | +$36.6K | 0.52% | 42 |
|
|
2017
Q1 | $577K | Buy |
9,122
+815
| +10% | +$51.6K | 0.5% | 43 |
|
|
2016
Q4 | $481K | Buy |
+8,307
| New | +$481K | 0.41% | 45 |
|