HS
Horan Securities’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-40
| Closed | -$3.03K | – | 491 |
|
|
2023
Q2 | $3.03K | Hold |
40
| – | – | ﹤0.01% | 531 |
|
|
2023
Q1 | $2.97K | Hold |
40
| – | – | ﹤0.01% | 523 |
|
|
2022
Q4 | $3.36K | Hold |
40
| – | – | ﹤0.01% | 498 |
|
|
2022
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 453 |
|
|
2022
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 502 |
|
|
2022
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 426 |
|
|
2021
Q4 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 430 |
|
|
2021
Q2 | $9K | Hold |
150
| – | – | 0.01% | 316 |
|
|
2021
Q1 | $9K | Buy |
150
+40
| +36% | +$2.4K | 0.01% | 288 |
|
|
2020
Q4 | $5K | Sell |
110
-71
| -39% | -$3.23K | ﹤0.01% | 307 |
|
|
2020
Q3 | $7K | Buy |
181
+71
| +65% | +$2.75K | 0.01% | 237 |
|
|
2020
Q2 | $5K | Hold |
110
| – | – | 0.01% | 240 |
|
|
2020
Q1 | $3K | Buy |
+110
| New | +$3K | ﹤0.01% | 200 |
|
|
2019
Q4 | – | Sell |
-110
| Closed | -$6K | – | 174 |
|
|
2019
Q3 | $6K | Hold |
110
| – | – | 0.01% | 187 |
|
|
2019
Q2 | $6K | Buy |
+110
| New | +$6K | 0.01% | 212 |
|
|
2018
Q2 | – | Sell |
-293
| Closed | -$18K | – | 225 |
|
|
2018
Q1 | $18K | Hold |
293
| – | – | 0.02% | 91 |
|
|
2017
Q4 | $22K | Buy |
+293
| New | +$22K | 0.02% | 82 |
|