Horizon Investment Services’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,498
| Closed | -$213K | – | 106 |
|
|
2018
Q1 | $213K | Sell |
3,498
-132
| -4% | -$8.04K | 0.1% | 96 |
|
|
2017
Q4 | $256K | Sell |
3,630
-1,025
| -22% | -$72.3K | 0.11% | 92 |
|
|
2017
Q3 | $300K | Buy |
4,655
+352
| +8% | +$22.7K | 0.13% | 85 |
|
|
2017
Q2 | $276K | Sell |
4,303
-30
| -0.7% | -$1.92K | 0.12% | 89 |
|
|
2017
Q1 | $273K | Buy |
+4,333
| New | +$273K | 0.12% | 97 |
|
|
2015
Q3 | – | Sell |
-3,900
| Closed | -$200K | – | 120 |
|
|
2015
Q2 | $200K | Sell |
3,900
-376
| -9% | -$19.3K | 0.08% | 126 |
|
|
2015
Q1 | $220K | Buy |
+4,276
| New | +$220K | 0.09% | 130 |
|
|
2014
Q4 | – | Sell |
-4,416
| Closed | -$232K | – | 139 |
|
|
2014
Q3 | $232K | Buy |
+4,416
| New | +$232K | 0.12% | 112 |
|