International Assets Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-132,200
| Closed | -$1.54K | – | 1572 |
|
|
2024
Q3 | $1.54K | Buy |
132,200
+130,225
| +6,594% | +$1.52K | ﹤0.01% | 990 |
|
|
2024
Q2 | $155K | Buy |
+1,975
| New | +$155K | 0.01% | 795 |
|
|
2023
Q2 | – | Sell |
-1,908
| Closed | -$142K | – | 746 |
|
|
2023
Q1 | $142K | Buy |
+1,908
| New | +$142K | 0.02% | 538 |
|
|
2021
Q2 | – | Sell |
-2,932
| Closed | -$159K | – | 1491 |
|
|
2021
Q1 | $159K | Buy |
2,932
+1,359
| +86% | +$73.7K | 0.01% | 564 |
|
|
2020
Q4 | $78K | Buy |
+1,573
| New | +$78K | 0.01% | 675 |
|