Financial Gravity Asset Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$270 | – | 2215 |
|
|
2024
Q1 | $270 | Buy |
+3
| New | +$270 | ﹤0.01% | 1558 |
|
|
2023
Q3 | – | Sell |
-76
| Closed | -$1.95K | – | 1623 |
|
|
2023
Q2 | $1.95K | Buy |
76
+2
| +3% | +$51 | 0.01% | 645 |
|
|
2023
Q1 | $4 | Sell |
74
-10
| -12% | -$1 | ﹤0.01% | 941 |
|
|
2022
Q4 | $8.59K | Sell |
84
-1,140
| -93% | -$117K | 0.04% | 295 |
|
|
2022
Q3 | $5.22K | Sell |
1,224
-49
| -4% | -$209 | 0.18% | 106 |
|
|
2022
Q2 | $5K | Buy |
1,273
+1,200
| +1,644% | +$4.71K | 0.16% | 131 |
|
|
2022
Q1 | $18 | Buy |
+73
| New | +$18 | ﹤0.01% | 723 |
|
|
2020
Q1 | – | Hold |
0
| – | -$55K | – | 1307 |
|
|
2019
Q4 | – | Sell |
-12
| Closed | -$1K | – | 594 |
|
|
2019
Q3 | $1K | Sell |
12
-16
| -57% | -$1.33K | ﹤0.01% | 1084 |
|
|
2019
Q2 | $2K | Sell |
28
-69
| -71% | -$4.93K | ﹤0.01% | 929 |
|
|
2019
Q1 | $5K | Buy |
+97
| New | +$5K | ﹤0.01% | 695 |
|
|
2018
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1571 |
|