FineMark National Bank & Trust’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-530
| Closed | -$31K | – | 821 |
|
|
2016
Q4 | $31K | Hold |
530
| – | – | ﹤0.01% | 727 |
|
|
2016
Q3 | $27K | Hold |
530
| – | – | ﹤0.01% | 749 |
|
|
2016
Q2 | $22K | Hold |
530
| – | – | ﹤0.01% | 812 |
|
|
2016
Q1 | $21K | Sell |
530
-313
| -37% | -$12.4K | ﹤0.01% | 774 |
|
|
2015
Q4 | $38K | Hold |
843
| – | – | ﹤0.01% | 662 |
|
|
2015
Q3 | $40K | Buy |
843
+213
| +34% | +$10.1K | 0.01% | 681 |
|
|
2015
Q2 | $32K | Hold |
630
| – | – | ﹤0.01% | 771 |
|
|
2015
Q1 | $32K | Hold |
630
| – | – | ﹤0.01% | 777 |
|
|
2014
Q4 | $33K | Hold |
630
| – | – | ﹤0.01% | 784 |
|
|
2014
Q3 | $33K | Buy |
630
+100
| +19% | +$5.24K | 0.01% | 749 |
|
|
2014
Q2 | $27K | Hold |
530
| – | – | ﹤0.01% | 817 |
|
|
2014
Q1 | $24K | Hold |
530
| – | – | ﹤0.01% | 838 |
|
|
2013
Q4 | $26K | Buy |
530
+100
| +23% | +$4.91K | 0.01% | 749 |
|
|
2013
Q3 | $18K | Buy |
430
+100
| +30% | +$4.19K | ﹤0.01% | 830 |
|
|
2013
Q2 | $12K | Buy |
+330
| New | +$12K | ﹤0.01% | 918 |
|