Financial Architects (New Jersey)’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 |
-366
| Closed | -$18K | – | 1259 |
|
|
2019
Q1 | $18K | Sell |
366
-20
| -5% | -$984 | ﹤0.01% | 816 |
|
|
2018
Q4 | $17K | Hold |
386
| – | – | ﹤0.01% | 754 |
|
|
2018
Q3 | $23K | Buy |
386
+44
| +13% | +$2.62K | ﹤0.01% | 762 |
|
|
2018
Q2 | $18K | Buy |
+342
| New | +$18K | ﹤0.01% | 836 |
|
|
2016
Q4 | – | Sell |
-55
| Closed | -$3K | – | 1430 |
|
|
2016
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 1223 |
|
|
2016
Q2 | $2K | Hold |
55
| – | – | ﹤0.01% | 1283 |
|
|
2016
Q1 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 1029 |
|
|
2015
Q3 | – | Sell |
-120
| Closed | -$6K | – | 693 |
|
|
2015
Q2 | $6K | Hold |
120
| – | – | ﹤0.01% | 887 |
|
|
2015
Q1 | $6K | Buy |
120
+16
| +15% | +$800 | ﹤0.01% | 828 |
|
|
2014
Q4 | $5K | Buy |
+104
| New | +$5K | ﹤0.01% | 818 |
|