J.P. Morgan Private Wealth Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.11M | Sell |
29,294
-2,035
| -6% | -$147K | 0.01% | 714 |
|
|
2023
Q2 | $2.38M | Sell |
31,329
-6,922
| -18% | -$525K | 0.01% | 508 |
|
|
2023
Q1 | $2.84M | Buy |
38,251
+3,105
| +9% | +$231K | 0.01% | 754 |
|
|
2022
Q4 | $2.95M | Sell |
35,146
-148
| -0.4% | -$12.4K | 0.01% | 727 |
|
|
2022
Q3 | $2.55M | Buy |
35,294
+9,874
| +39% | +$712K | 0.01% | 759 |
|
|
2022
Q2 | $1.7M | Buy |
25,420
+311
| +1% | +$20.8K | ﹤0.01% | 896 |
|
|
2022
Q1 | $1.84M | Sell |
25,109
-923
| -4% | -$67.7K | ﹤0.01% | 935 |
|
|
2021
Q4 | $1.88M | Buy |
26,032
+2,777
| +12% | +$201K | ﹤0.01% | 935 |
|
|
2021
Q3 | $1.5M | Buy |
23,255
+5,137
| +28% | +$331K | ﹤0.01% | 1022 |
|
|
2021
Q2 | $1.15M | Buy |
18,118
+1,992
| +12% | +$126K | ﹤0.01% | 1128 |
|
|
2021
Q1 | $967K | Buy |
16,126
+362
| +2% | +$21.7K | ﹤0.01% | 1057 |
|
|
2020
Q4 | $782K | Buy |
15,764
+769
| +5% | +$38.1K | ﹤0.01% | 1098 |
|
|
2020
Q3 | $604K | Buy |
14,995
+1,434
| +11% | +$57.8K | ﹤0.01% | 1083 |
|
|
2020
Q2 | $563K | Sell |
13,561
-2,624
| -16% | -$109K | ﹤0.01% | 1038 |
|
|
2020
Q1 | $507K | Buy |
+16,185
| New | +$507K | ﹤0.01% | 922 |
|
|
2014
Q4 | – | Sell |
-5,303
| Closed | -$278K | – | 1130 |
|
|
2014
Q3 | $278K | Sell |
5,303
-454
| -8% | -$23.8K | ﹤0.01% | 867 |
|
|
2014
Q2 | $291K | Buy |
+5,757
| New | +$291K | ﹤0.01% | 719 |
|