Holt Capital Partners’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-310
| Closed | -$16K | – | 244 |
|
|
2014
Q4 | $16K | Buy |
+310
| New | +$16K | 0.01% | 223 |
|
|
2014
Q3 | – | Sell |
-310
| Closed | -$16K | – | 162 |
|
|
2014
Q2 | $16K | Hold |
310
| – | – | 0.01% | 198 |
|
|
2014
Q1 | $14K | Hold |
310
| – | – | 0.01% | 197 |
|
|
2013
Q4 | $15K | Buy |
+310
| New | +$15K | 0.01% | 198 |
|