Focused Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,150
| Closed | -$138K | – | 1010 |
|
|
2021
Q3 | $138K | Hold |
2,150
| – | – | 0.02% | 228 |
|
|
2021
Q2 | $136K | Sell |
2,150
-300
| -12% | -$19K | 0.02% | 245 |
|
|
2021
Q1 | $147K | Hold |
2,450
| – | – | 0.03% | 213 |
|
|
2020
Q4 | $122K | Hold |
2,450
| – | – | 0.02% | 226 |
|
|
2020
Q3 | $99K | Hold |
2,450
| – | – | 0.02% | 247 |
|
|
2020
Q2 | $102K | Hold |
2,450
| – | – | 0.02% | 225 |
|
|
2020
Q1 | $77K | Hold |
2,450
| – | – | 0.02% | 243 |
|
|
2019
Q4 | $135K | Buy |
2,450
+100
| +4% | +$5.51K | 0.03% | 219 |
|
|
2019
Q3 | $134K | Hold |
2,350
| – | – | 0.04% | 196 |
|
|
2019
Q2 | $136K | Hold |
2,350
| – | – | 0.04% | 191 |
|
|
2019
Q1 | $118K | Buy |
2,350
+50
| +2% | +$2.51K | 0.04% | 195 |
|
|
2018
Q4 | $102K | Hold |
2,300
| – | – | 0.03% | 227 |
|
|
2018
Q3 | $135K | Sell |
2,300
-110
| -5% | -$6.46K | 0.05% | 198 |
|
|
2018
Q2 | $128K | Buy |
2,410
+2,300
| +2,091% | +$122K | 0.04% | 204 |
|
|
2018
Q1 | $7K | Hold |
110
| – | – | ﹤0.01% | 505 |
|
|
2017
Q4 | $8K | Sell |
110
-510
| -82% | -$37.1K | ﹤0.01% | 494 |
|
|
2017
Q3 | $40K | Buy |
620
+510
| +464% | +$32.9K | 0.01% | 266 |
|
|
2017
Q2 | $7K | Hold |
110
| – | – | ﹤0.01% | 513 |
|
|
2017
Q1 | $7K | Hold |
110
| – | – | ﹤0.01% | 499 |
|
|
2016
Q4 | $6K | Hold |
110
| – | – | ﹤0.01% | 527 |
|
|
2016
Q3 | $6K | Hold |
110
| – | – | ﹤0.01% | 508 |
|
|
2016
Q2 | $5K | Hold |
110
| – | – | ﹤0.01% | 525 |
|
|
2016
Q1 | $4K | Hold |
110
| – | – | ﹤0.01% | 508 |
|
|
2015
Q4 | $5K | Hold |
110
| – | – | ﹤0.01% | 506 |
|
|
2015
Q3 | $5K | Hold |
110
| – | – | ﹤0.01% | 491 |
|
|
2015
Q2 | $6K | Hold |
110
| – | – | ﹤0.01% | 479 |
|
|
2015
Q1 | $6K | Hold |
110
| – | – | ﹤0.01% | 499 |
|
|
2014
Q4 | $6K | Hold |
110
| – | – | ﹤0.01% | 487 |
|
|
2014
Q3 | $6K | Hold |
110
| – | – | ﹤0.01% | 484 |
|
|
2014
Q2 | $6K | Hold |
110
| – | – | ﹤0.01% | 490 |
|
|
2014
Q1 | $5K | Hold |
110
| – | – | ﹤0.01% | 484 |
|
|
2013
Q4 | $5K | Sell |
110
-110
| -50% | -$5K | ﹤0.01% | 478 |
|
|
2013
Q3 | $9K | Buy |
+220
| New | +$9K | 0.01% | 376 |
|