Homrich & Berg’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-17,228
| Closed | -$948K | – | 347 |
|
|
2019
Q4 | $948K | Buy |
17,228
+379
| +2% | +$20.9K | 0.04% | 161 |
|
|
2019
Q3 | $963K | Buy |
16,849
+1,545
| +10% | +$88.3K | 0.05% | 153 |
|
|
2019
Q2 | $886K | Buy |
15,304
+1,118
| +8% | +$64.7K | 0.05% | 156 |
|
|
2019
Q1 | $712K | Buy |
14,186
+9,443
| +199% | +$474K | 0.04% | 169 |
|
|
2018
Q4 | $209K | Sell |
4,743
-10,092
| -68% | -$445K | 0.01% | 281 |
|
|
2018
Q3 | $869K | Buy |
14,835
+1,280
| +9% | +$75K | 0.05% | 139 |
|
|
2018
Q2 | $718K | Buy |
13,555
+1,359
| +11% | +$72K | 0.05% | 155 |
|
|
2018
Q1 | $743K | Buy |
12,196
+1,806
| +17% | +$110K | 0.05% | 164 |
|
|
2017
Q4 | $733K | Buy |
10,390
+128
| +1% | +$9.03K | 0.05% | 161 |
|
|
2017
Q3 | $660K | Buy |
10,262
+1,648
| +19% | +$106K | 0.05% | 157 |
|
|
2017
Q2 | $552K | Buy |
+8,614
| New | +$552K | 0.05% | 160 |
|