FAM
Formidable Asset Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-9,400
| Closed | -$331K | – | 311 |
|
|
2019
Q1 | $331K | Buy |
+9,400
| New | +$331K | 0.13% | 133 |
|
|
2016
Q2 | – | Sell |
-40
| Closed | -$1K | – | 345 |
|
|
2016
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 480 |
|
|
2015
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 545 |
|
|
2015
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 604 |
|
|
2015
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 489 |
|
|
2015
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 481 |
|
|
2014
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 447 |
|