Fortis Advisors’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 | – | Sell |
-2,055
| Closed | -$123K | – | 274 |
|
|
2021
Q1 | $123K | Hold |
2,055
| – | – | 0.09% | 91 |
|
|
2020
Q4 | $102K | Hold |
2,055
| – | – | 0.09% | 82 |
|
|
2020
Q3 | $83K | Hold |
2,055
| – | – | 0.08% | 82 |
|
|
2020
Q2 | $85K | Hold |
2,055
| – | – | 0.08% | 89 |
|
|
2020
Q1 | $64K | Hold |
2,055
| – | – | 0.04% | 173 |
|
|
2019
Q4 | $113K | Hold |
2,055
| – | – | 0.07% | 171 |
|
|
2019
Q3 | $117K | Hold |
2,055
| – | – | 0.06% | 169 |
|
|
2019
Q2 | $119K | Hold |
2,055
| – | – | 0.06% | 165 |
|
|
2019
Q1 | $103K | Hold |
2,055
| – | – | 0.05% | 171 |
|
|
2018
Q4 | $91K | Hold |
2,055
| – | – | 0.06% | 172 |
|
|
2018
Q3 | $120K | Hold |
2,055
| – | – | 0.07% | 135 |
|
|
2018
Q2 | $109K | Hold |
2,055
| – | – | 0.06% | 144 |
|
|
2018
Q1 | $125K | Hold |
2,055
| – | – | 0.07% | 111 |
|
|
2017
Q4 | $145K | Hold |
2,055
| – | – | 0.09% | 91 |
|
|
2017
Q3 | $132K | Buy |
+2,055
| New | +$132K | 0.09% | 88 |
|