IFG Advisory’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-13,180
| Closed | -$790K | – | 502 |
|
|
2021
Q1 | $790K | Sell |
13,180
-2,000
| -13% | -$120K | 0.1% | 224 |
|
|
2020
Q4 | $753K | Sell |
15,180
-3,727
| -20% | -$185K | 0.1% | 208 |
|
|
2020
Q3 | $761K | Buy |
18,907
+12,007
| +174% | +$483K | 0.12% | 184 |
|
|
2020
Q2 | $286K | Sell |
6,900
-2,400
| -26% | -$99.5K | 0.05% | 318 |
|
|
2020
Q1 | $291K | Buy |
+9,300
| New | +$291K | 0.07% | 270 |
|