Integrated Wealth Management’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
Q4 | – | Sell |
-175
| Closed | -$9K | – | 791 |
|
|
2016
Q3 | $9K | Hold |
175
| – | – | ﹤0.01% | 793 |
|
|
2016
Q2 | $7K | Hold |
175
| – | – | ﹤0.01% | 853 |
|
|
2016
Q1 | $7K | Hold |
175
| – | – | ﹤0.01% | 787 |
|
|
2015
Q4 | $8K | Hold |
175
| – | – | ﹤0.01% | 828 |
|
|
2015
Q3 | $8K | Hold |
175
| – | – | ﹤0.01% | 819 |
|
|
2015
Q2 | $9K | Buy |
175
+50
| +40% | +$2.57K | ﹤0.01% | 821 |
|
|
2015
Q1 | $6K | Buy |
+125
| New | +$6K | ﹤0.01% | 899 |
|