First Heartland Consultants’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,761
| Closed | -$229K | – | 260 |
|
|
2018
Q1 | $229K | Buy |
3,761
+132
| +4% | +$8.04K | 0.07% | 242 |
|
|
2017
Q4 | $256K | Buy |
3,629
+154
| +4% | +$10.9K | 0.08% | 228 |
|
|
2017
Q3 | $224K | Buy |
+3,475
| New | +$224K | 0.05% | 306 |
|
|
2015
Q3 | – | Sell |
-4,535
| Closed | -$233 | – | 276 |
|
|
2015
Q2 | $233 | Hold |
4,535
| – | – | 0.06% | 223 |
|
|
2015
Q1 | $233K | Buy |
4,535
+223
| +5% | +$11.5K | 0.09% | 222 |
|
|
2014
Q4 | $224K | Hold |
4,312
| – | – | 0.09% | 217 |
|
|
2014
Q3 | $226K | Hold |
4,312
| – | – | 0.1% | 213 |
|
|
2014
Q2 | $218K | Buy |
+4,312
| New | +$218K | 0.1% | 218 |
|
|
2014
Q1 | – | Sell |
-4,312
| Closed | -$213K | – | 249 |
|
|
2013
Q4 | $213K | Buy |
+4,312
| New | +$213K | 0.12% | 171 |
|