IndexIQ Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $407K | Sell |
5,542
-70
| -1% | -$5.14K | 0.01% | 575 |
|
|
2021
Q4 | $406K | Buy |
5,612
+915
| +19% | +$66.2K | 0.01% | 768 |
|
|
2021
Q3 | $302K | Buy |
4,697
+203
| +5% | +$13.1K | 0.01% | 981 |
|
|
2021
Q2 | $284K | Buy |
4,494
+111
| +3% | +$7.02K | 0.01% | 990 |
|
|
2021
Q1 | $263K | Buy |
4,383
+554
| +14% | +$33.2K | 0.01% | 972 |
|
|
2020
Q4 | $190K | Buy |
+3,829
| New | +$190K | 0.01% | 924 |
|
|
2019
Q1 | – | Sell |
-115,026
| Closed | -$5.08M | – | 657 |
|
|
2018
Q4 | $5.08M | Buy |
115,026
+41,798
| +57% | +$1.85M | 0.14% | 129 |
|
|
2018
Q3 | $4.29M | Sell |
73,228
-37,424
| -34% | -$2.19M | 0.14% | 131 |
|
|
2018
Q2 | $5.86M | Buy |
110,652
+36,811
| +50% | +$1.95M | 0.18% | 131 |
|
|
2018
Q1 | $4.5M | Buy |
+73,841
| New | +$4.5M | 0.14% | 91 |
|