FormulaFolio Investments’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
Q2 | $6K | Buy |
+92
| New | +$6K | ﹤0.01% | 326 |
|
|
2019
Q3 | – | Sell |
-6,446
| Closed | -$373K | – | 362 |
|
|
2019
Q2 | $373K | Buy |
+6,446
| New | +$373K | 0.02% | 234 |
|
|
2018
Q2 | – | Sell |
-10,517
| Closed | -$641K | – | 322 |
|
|
2018
Q1 | $641K | Sell |
10,517
-106
| -1% | -$6.46K | 0.04% | 155 |
|
|
2017
Q4 | $750K | Buy |
+10,623
| New | +$750K | 0.05% | 129 |
|
|
2017
Q2 | – | Sell |
-11,075
| Closed | -$699K | – | 239 |
|
|
2017
Q1 | $699K | Sell |
11,075
-3,657
| -25% | -$231K | 0.08% | 86 |
|
|
2016
Q4 | $852K | Buy |
+14,732
| New | +$852K | 0.11% | 56 |
|
|
2015
Q3 | – | Sell |
-21,065
| Closed | -$1.08M | – | 116 |
|
|
2015
Q2 | $1.08M | Buy |
+21,065
| New | +$1.08M | 0.3% | 31 |
|