First Business Financial Services’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
Q4 | – | Sell |
-10,522
| Closed | -$601K | – | 134 |
|
|
2019
Q3 | $601K | Hold |
10,522
| – | – | 0.1% | 63 |
|
|
2019
Q2 | $609K | Sell |
10,522
-90
| -0.8% | -$5.21K | 0.11% | 59 |
|
|
2019
Q1 | $533K | Sell |
10,612
-224
| -2% | -$11.3K | 0.1% | 65 |
|
|
2018
Q4 | $479K | Sell |
10,836
-409
| -4% | -$18.1K | 0.08% | 90 |
|
|
2018
Q3 | $659K | Hold |
11,245
| – | – | 0.1% | 72 |
|
|
2018
Q2 | $595K | Sell |
11,245
-157
| -1% | -$8.31K | 0.11% | 62 |
|
|
2018
Q1 | $694K | Buy |
11,402
+627
| +6% | +$38.2K | 0.13% | 53 |
|
|
2017
Q4 | $760K | Buy |
10,775
+1,525
| +16% | +$108K | 0.14% | 40 |
|
|
2017
Q3 | $595K | Buy |
9,250
+1,025
| +12% | +$65.9K | 0.12% | 39 |
|
|
2017
Q2 | $527K | Hold |
8,225
| – | – | 0.11% | 37 |
|
|
2017
Q1 | $519K | Sell |
8,225
-337
| -4% | -$21.3K | 0.11% | 42 |
|
|
2016
Q4 | $495K | Sell |
8,562
-267
| -3% | -$15.4K | 0.11% | 33 |
|
|
2016
Q3 | $455K | Hold |
8,829
| – | – | 0.11% | 42 |
|
|
2016
Q2 | $363K | Buy |
+8,829
| New | +$363K | 0.09% | 58 |
|