IWA
IBEX Wealth Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,154
| Closed | -$421K | – | 106 |
|
|
2020
Q2 | $421K | Sell |
10,154
-373
| -4% | -$15.5K | 0.14% | 88 |
|
|
2020
Q1 | $329K | Sell |
10,527
-307
| -3% | -$9.6K | 0.13% | 83 |
|
|
2019
Q4 | $596K | Sell |
10,834
-1,025
| -9% | -$56.4K | 0.18% | 91 |
|
|
2019
Q3 | $678K | Sell |
11,859
-60
| -0.5% | -$3.43K | 0.23% | 88 |
|
|
2019
Q2 | $690K | Sell |
11,919
-65
| -0.5% | -$3.76K | 0.2% | 110 |
|
|
2019
Q1 | $601K | Buy |
+11,984
| New | +$601K | 0.21% | 93 |
|
|
2017
Q1 | – | Sell |
-149
| Closed | -$9K | – | 290 |
|
|
2016
Q4 | $9K | Buy |
+149
| New | +$9K | ﹤0.01% | 305 |
|