GIA
Gargoyle Investment Advisor’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,200
| Closed | -$480K | – | 128 |
|
|
2018
Q3 | $480K | Sell |
8,200
-7,423
| -48% | -$435K | 0.34% | 78 |
|
|
2018
Q2 | $827K | Hold |
15,623
| – | – | 0.46% | 69 |
|
|
2018
Q1 | $952K | Hold |
15,623
| – | – | 0.39% | 74 |
|
|
2017
Q4 | $1.1M | Buy |
+15,623
| New | +$1.1M | 0.44% | 72 |
|