IFWM
Institute for Wealth Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,685
| Closed | -$221K | – | 496 |
|
|
2021
Q1 | $221K | Sell |
3,685
-1,482
| -29% | -$88.9K | 0.04% | 420 |
|
|
2020
Q4 | $256K | Sell |
5,167
-711
| -12% | -$35.2K | 0.05% | 376 |
|
|
2020
Q3 | $237K | Sell |
5,878
-1,630
| -22% | -$65.7K | 0.05% | 366 |
|
|
2020
Q2 | $312K | Sell |
7,508
-477
| -6% | -$19.8K | 0.08% | 319 |
|
|
2020
Q1 | $250K | Sell |
7,985
-1,733
| -18% | -$54.3K | 0.08% | 312 |
|
|
2019
Q4 | $535K | Sell |
9,718
-907
| -9% | -$49.9K | 0.12% | 236 |
|
|
2019
Q3 | $607K | Sell |
10,625
-1,637
| -13% | -$93.5K | 0.15% | 202 |
|
|
2019
Q2 | $710K | Buy |
12,262
+8,288
| +209% | +$480K | 0.16% | 197 |
|
|
2019
Q1 | $200K | Sell |
3,974
-12,870
| -76% | -$648K | 0.04% | 417 |
|
|
2018
Q4 | $738K | Buy |
+16,844
| New | +$738K | 0.3% | 104 |
|