Girard Partners’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,159
| Closed | -$338K | – | 225 |
|
|
2019
Q4 | $338K | Sell |
6,159
-3,145
| -34% | -$173K | 0.06% | 185 |
|
|
2019
Q3 | $531K | Sell |
9,304
-4,224
| -31% | -$241K | 0.1% | 137 |
|
|
2019
Q2 | $783K | Sell |
13,528
-4,257
| -24% | -$246K | 0.14% | 129 |
|
|
2019
Q1 | $892K | Sell |
17,785
-9,064
| -34% | -$455K | 0.17% | 120 |
|
|
2018
Q4 | $1.19M | Sell |
26,849
-12,761
| -32% | -$563K | 0.25% | 95 |
|
|
2018
Q3 | $2.32M | Buy |
39,610
+5,908
| +18% | +$346K | 0.41% | 71 |
|
|
2018
Q2 | $1.79M | Buy |
33,702
+13,100
| +64% | +$694K | 0.34% | 85 |
|
|
2018
Q1 | $1.26M | Buy |
20,602
+10,570
| +105% | +$644K | 0.29% | 88 |
|
|
2017
Q4 | $708K | Buy |
10,032
+1,567
| +19% | +$111K | 0.14% | 147 |
|
|
2017
Q3 | $545K | Sell |
8,465
-190
| -2% | -$12.2K | 0.11% | 149 |
|
|
2017
Q2 | $555K | Buy |
8,655
+1,601
| +23% | +$103K | 0.12% | 150 |
|
|
2017
Q1 | $445K | Buy |
7,054
+1,906
| +37% | +$120K | 0.11% | 158 |
|
|
2016
Q4 | $298K | Buy |
+5,148
| New | +$298K | 0.09% | 174 |
|