JWCA
J.W. Coons Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,495
| Closed | -$354K | – | 249 |
|
|
2023
Q4 | $354K | Hold |
4,495
| – | – | 0.1% | 172 |
|
|
2023
Q3 | $324K | Sell |
4,495
-40
| -0.9% | -$2.88K | 0.09% | 173 |
|
|
2023
Q2 | $344K | Buy |
4,535
+356
| +9% | +$27K | 0.09% | 181 |
|
|
2023
Q1 | $311K | Buy |
4,179
+25
| +0.6% | +$1.86K | 0.09% | 187 |
|
|
2022
Q4 | $349K | Buy |
4,154
+301
| +8% | +$25.3K | 0.1% | 170 |
|
|
2022
Q3 | $278K | Hold |
3,853
| – | – | 0.11% | 181 |
|
|
2022
Q2 | $258K | Buy |
+3,853
| New | +$258K | 0.09% | 203 |
|