Icon Advisers’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-37,053
| Closed | -$1.64M | – | 317 |
|
|
2018
Q4 | $1.64M | Hold |
37,053
| – | – | 0.17% | 135 |
|
|
2018
Q3 | $2.17M | Buy |
37,053
+8,253
| +29% | +$484K | 0.18% | 127 |
|
|
2018
Q2 | $1.53M | Buy |
+28,800
| New | +$1.53M | 0.12% | 163 |
|
|
2013
Q3 | – | Sell |
-9,200
| Closed | -$345K | – | 357 |
|
|
2013
Q2 | $345K | Buy |
+9,200
| New | +$345K | 0.03% | 297 |
|