Invictus RG’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,439
| Closed | -$286K | – | 439 |
|
|
2017
Q3 | $286K | Buy |
4,439
+2,408
| +119% | +$155K | 0.26% | 169 |
|
|
2017
Q2 | $130K | Buy |
2,031
+1,304
| +179% | +$83.5K | 0.09% | 360 |
|
|
2017
Q1 | $46K | Buy |
+727
| New | +$46K | 0.03% | 528 |
|
|
2016
Q4 | – | Sell |
-2,175
| Closed | -$112K | – | 733 |
|
|
2016
Q3 | $112K | Buy |
+2,175
| New | +$112K | 0.09% | 400 |
|