Inlet Private Wealth’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $234K | Sell |
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|
2022
Q2 | $242K | Sell |
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|
2022
Q1 | $295K | Buy |
|
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|
2021
Q4 | $290K | Buy |
|
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|
2021
Q3 | $258K | Hold |
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|
2021
Q2 | $253K | Hold |
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|
2021
Q1 | $240K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $241K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $221K | Buy |
|