Hillsdale Investment Management’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
Q3 | – | Sell |
-7,160
| Closed | -$562K | – | 681 |
|
|
2024
Q2 | $562K | Hold |
7,160
| – | – | 0.04% | 312 |
|
|
2024
Q1 | $618K | Buy |
+7,160
| New | +$618K | 0.05% | 277 |
|
|
2021
Q4 | – | Sell |
-200
| Closed | -$13K | – | 603 |
|
|
2021
Q3 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 525 |
|
|
2019
Q4 | – | Sell |
-700
| Closed | -$40K | – | 646 |
|
|
2019
Q3 | $40K | Buy |
+700
| New | +$40K | ﹤0.01% | 457 |
|