Glen Eagle 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
Q4 | – | Sell |
-270
| Closed | -$17.4K | – | 1040 |
|
|
2021
Q3 | $17.4K | Hold |
270
| – | – | 0.01% | 580 |
|
|
2021
Q2 | $17.1K | Hold |
270
| – | – | 0.01% | 583 |
|
|
2021
Q1 | $16.2K | Hold |
270
| – | – | 0.01% | 572 |
|
|
2020
Q4 | $13.4K | Hold |
270
| – | – | 0.01% | 576 |
|
|
2020
Q3 | $10.9K | Buy |
270
+100
| +59% | +$4.03K | ﹤0.01% | 579 |
|
|
2020
Q2 | $7.06K | Hold |
170
| – | – | ﹤0.01% | 615 |
|
|
2020
Q1 | $5.33K | Sell |
170
-100
| -37% | -$3.13K | ﹤0.01% | 610 |
|
|
2019
Q4 | $14.9K | Sell |
270
-140
| -34% | -$7.7K | 0.01% | 509 |
|
|
2019
Q3 | $23.4K | Sell |
410
-100
| -20% | -$5.71K | 0.02% | 392 |
|
|
2019
Q2 | $29.5K | Hold |
510
| – | – | 0.02% | 345 |
|
|
2019
Q1 | $25.6K | Sell |
510
-100
| -16% | -$5.02K | 0.02% | 355 |
|
|
2018
Q4 | $26.9K | Sell |
610
-140
| -19% | -$6.18K | 0.02% | 322 |
|
|
2018
Q3 | $43.9K | Buy |
750
+60
| +9% | +$3.52K | 0.03% | 274 |
|
|
2018
Q2 | $36.5K | Buy |
690
+604
| +702% | +$32K | 0.03% | 289 |
|
|
2018
Q1 | $5.24K | Hold |
86
| – | – | ﹤0.01% | 520 |
|
|
2017
Q4 | $6.07K | Buy |
+86
| New | +$6.07K | 0.01% | 489 |
|