First Mercantile Trust’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $65K | Sell |
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|
2021
Q2 | $67K | Sell |
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|
2021
Q1 | $71K | Sell |
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|
2020
Q4 | $64K | Sell |
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|
2020
Q3 | $70K | Sell |
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|
2020
Q2 | $75K | Sell |
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|
2020
Q1 | $60K | Buy |
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|
2019
Q4 | $94K | Buy |
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|
2019
Q3 | $91K | Buy |
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|
2019
Q2 | $88K | Sell |
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|
2019
Q1 | $95K | Sell |
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|
2018
Q4 | $94K | Buy |
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|
2018
Q3 | $88K | Sell |
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|
2018
Q2 | $102K | Buy |
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|
2018
Q1 | $58K | Hold |
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|
2017
Q4 | $67K | Hold |
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|
2017
Q3 | $61K | Sell |
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|
2017
Q2 | $64K | Sell |
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|
2017
Q1 | $164K | Sell |
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|
2016
Q4 | $243K | Hold |
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|
2016
Q3 | $216K | Hold |
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|
2016
Q2 | $173K | Hold |
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|
2016
Q1 | $166K | Hold |
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|
2015
Q4 | $189K | Hold |
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|
2015
Q3 | $199K | Hold |
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|
2015
Q2 | $215K | Hold |
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|
2015
Q1 | $216K | Hold |
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|
2014
Q4 | $218K | Hold |
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|
2014
Q3 | $220K | Hold |
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|
2014
Q2 | $212K | Hold |
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|
2014
Q1 | $193K | Buy |
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|
2013
Q4 | $133K | Sell |
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|
2013
Q3 | $167K | Hold |
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|
2013
Q2 | $146K | Buy |
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