Glassman Wealth Services’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-493
| Closed | -$38.8K | – | 1365 |
|
|
2023
Q4 | $38.8K | Hold |
493
| – | – | 0.01% | 514 |
|
|
2023
Q3 | $35.5K | Sell |
493
-5
| -1% | -$360 | 0.01% | 504 |
|
|
2023
Q2 | $37.8K | Buy |
498
+16
| +3% | +$1.21K | 0.01% | 474 |
|
|
2023
Q1 | $35.8K | Buy |
482
+17
| +4% | +$1.26K | 0.01% | 488 |
|
|
2022
Q4 | $39K | Sell |
465
-7
| -1% | -$587 | 0.01% | 479 |
|
|
2022
Q3 | $34K | Sell |
472
-41
| -8% | -$2.95K | 0.01% | 474 |
|
|
2022
Q2 | $34K | Sell |
513
-7
| -1% | -$464 | 0.01% | 480 |
|
|
2022
Q1 | $38K | Sell |
520
-18
| -3% | -$1.32K | 0.01% | 472 |
|
|
2021
Q4 | $39K | Buy |
538
+100
| +23% | +$7.25K | 0.01% | 434 |
|
|
2021
Q3 | $28K | Buy |
438
+22
| +5% | +$1.41K | 0.01% | 496 |
|
|
2021
Q2 | $26K | Buy |
416
+9
| +2% | +$563 | 0.01% | 503 |
|
|
2021
Q1 | $24K | Buy |
407
+11
| +3% | +$649 | 0.01% | 482 |
|
|
2020
Q4 | $20K | Buy |
396
+348
| +725% | +$17.6K | ﹤0.01% | 530 |
|
|
2020
Q3 | $2K | Hold |
48
| – | – | ﹤0.01% | 1027 |
|
|
2020
Q2 | $2K | Sell |
48
-32
| -40% | -$1.33K | ﹤0.01% | 884 |
|
|
2020
Q1 | $3K | Buy |
80
+10
| +14% | +$375 | ﹤0.01% | 631 |
|
|
2019
Q4 | $4K | Sell |
70
-7
| -9% | -$400 | ﹤0.01% | 626 |
|
|
2019
Q3 | $4K | Sell |
77
-3
| -4% | -$156 | ﹤0.01% | 582 |
|
|
2019
Q2 | $5K | Buy |
80
+10
| +14% | +$625 | ﹤0.01% | 561 |
|
|
2019
Q1 | $4K | Buy |
70
+59
| +536% | +$3.37K | ﹤0.01% | 590 |
|
|
2018
Q4 | $0 | Buy |
11
+1
| +10% | – | ﹤0.01% | 933 |
|
|
2018
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 721 |
|