Hoese & Co’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-100
| Closed | -$7.58K | – | 165 |
|
|
2023
Q2 | $7.58K | Hold |
100
| – | – | 0.01% | 138 |
|
|
2023
Q1 | $8.96K | Sell |
100
-124
| -55% | -$11.1K | 0.01% | 130 |
|
|
2022
Q4 | $20K | Hold |
224
| – | – | 0.02% | 104 |
|
|
2022
Q3 | $16K | Hold |
224
| – | – | 0.02% | 114 |
|
|
2022
Q2 | $15K | Hold |
224
| – | – | 0.02% | 119 |
|
|
2022
Q1 | $16K | Hold |
224
| – | – | 0.02% | 125 |
|
|
2021
Q4 | $16K | Buy |
224
+124
| +124% | +$8.86K | 0.02% | 125 |
|
|
2021
Q3 | $6K | Hold |
100
| – | – | 0.01% | 157 |
|
|
2021
Q2 | $6K | Hold |
100
| – | – | 0.01% | 162 |
|
|
2021
Q1 | $6K | Buy |
+100
| New | +$6K | 0.01% | 99 |
|