Inlet Private Wealth’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
Q4 | – | Sell |
-3,237
| Closed | -$234K | – | 132 |
|
|
2022
Q3 | $234K | Sell |
3,237
-391
| -11% | -$28.3K | 0.07% | 119 |
|
|
2022
Q2 | $242K | Sell |
3,628
-390
| -10% | -$26K | 0.07% | 121 |
|
|
2022
Q1 | $295K | Buy |
4,018
+9
| +0.2% | +$661 | 0.07% | 125 |
|
|
2021
Q4 | $290K | Buy |
4,009
+9
| +0.2% | +$651 | 0.07% | 122 |
|
|
2021
Q3 | $258K | Hold |
4,000
| – | – | 0.07% | 126 |
|
|
2021
Q2 | $253K | Hold |
4,000
| – | – | 0.07% | 124 |
|
|
2021
Q1 | $240K | Buy |
+4,000
| New | +$240K | 0.07% | 122 |
|
|
2020
Q3 | – | Sell |
-5,800
| Closed | -$241K | – | 129 |
|
|
2020
Q2 | $241K | Buy |
+5,800
| New | +$241K | 0.1% | 116 |
|
|
2019
Q2 | – | Sell |
-4,400
| Closed | -$221K | – | 153 |
|
|
2019
Q1 | $221K | Buy |
+4,400
| New | +$221K | 0.09% | 135 |
|