Graves Light Lenhart Wealth’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,300
| Closed | -$87K | – | 466 |
|
|
2022
Q2 | $87K | Hold |
1,300
| – | – | 0.01% | 249 |
|
|
2022
Q1 | $95K | Hold |
1,300
| – | – | 0.01% | 274 |
|
|
2021
Q4 | $94K | Hold |
1,300
| – | – | 0.01% | 312 |
|
|
2021
Q3 | $84K | Hold |
1,300
| – | – | 0.01% | 302 |
|
|
2021
Q2 | $82K | Hold |
1,300
| – | – | 0.01% | 310 |
|
|
2021
Q1 | $78K | Hold |
1,300
| – | – | 0.01% | 317 |
|
|
2020
Q4 | $64K | Buy |
+1,300
| New | +$64K | 0.01% | 335 |
|