GA
Geller Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,702
| Closed | -$212K | – | 278 |
|
|
2024
Q2 | $212K | Buy |
2,702
+186
| +7% | +$14.6K | 0.02% | 254 |
|
|
2024
Q1 | $217K | Buy |
+2,516
| New | +$217K | 0.02% | 256 |
|
|
2023
Q4 | – | Sell |
-2,958
| Closed | -$213K | – | 267 |
|
|
2023
Q3 | $213K | Sell |
2,958
-290
| -9% | -$20.9K | 0.02% | 234 |
|
|
2023
Q2 | $246K | Buy |
+3,248
| New | +$246K | 0.03% | 218 |
|