IKOS CIF’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-900
| Closed | -$36K | – | 194 |
|
|
2016
Q1 | $36K | Buy |
+900
| New | +$36K | 0.09% | 128 |
|
|
2015
Q1 | – | Sell |
-7,265
| Closed | -$366K | – | 284 |
|
|
2014
Q4 | $366K | Buy |
7,265
+6,102
| +525% | +$307K | 0.62% | 64 |
|
|
2014
Q3 | $61K | Buy |
1,163
+1,125
| +2,961% | +$59K | 0.09% | 211 |
|
|
2014
Q2 | $2K | Buy |
+38
| New | +$2K | 0.01% | 174 |
|
|
2014
Q1 | – | Sell |
-2,922
| Closed | -$141K | – | 282 |
|
|
2013
Q4 | $141K | Buy |
+2,922
| New | +$141K | 0.36% | 92 |
|
|
2013
Q3 | – | Sell |
-8,964
| Closed | -$330K | – | 245 |
|
|
2013
Q2 | $330K | Buy |
+8,964
| New | +$330K | 0.61% | 66 |
|