iA Global Asset Management’s Principal Financial Group PFG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $287K | Sell |
3,607
-1,555
| -30% | -$124K | ﹤0.01% | 376 |
|
2025
Q1 | $436K | Buy |
+5,162
| New | +$436K | 0.01% | 356 |
|
2024
Q3 | – | Sell |
-9,667
| Closed | -$758K | – | 510 |
|
2024
Q2 | $758K | Buy |
9,667
+8,049
| +497% | +$631K | 0.01% | 324 |
|
2024
Q1 | $140K | Sell |
1,618
-10,560
| -87% | -$914K | ﹤0.01% | 450 |
|
2023
Q4 | $958K | Buy |
12,178
+3,808
| +45% | +$300K | 0.02% | 302 |
|
2023
Q3 | $603K | Sell |
8,370
-3,276
| -28% | -$236K | 0.02% | 326 |
|
2023
Q2 | $883K | Buy |
+11,646
| New | +$883K | 0.02% | 287 |
|