ICA Group Wealth Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $23.5K | Hold |
300
| – | – | 0.01% | 337 |
|
|
2024
Q1 | $25.9K | Hold |
300
| – | – | 0.01% | 698 |
|
|
2023
Q4 | $23.6K | Buy |
+300
| New | +$23.6K | 0.01% | 683 |
|
|
2023
Q3 | – | Sell |
-400
| Closed | -$30.3K | – | 933 |
|
|
2023
Q2 | $30.3K | Hold |
400
| – | – | 0.01% | 599 |
|
|
2023
Q1 | $29.7K | Buy |
400
+200
| +100% | +$14.9K | 0.01% | 573 |
|
|
2022
Q4 | $16.8K | Buy |
+200
| New | +$16.8K | ﹤0.01% | 721 |
|