James Investment Research’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,850
| Closed | -$257K | – | 843 |
|
|
2018
Q2 | $257K | Sell |
4,850
-43,298
| -90% | -$2.29M | 0.01% | 567 |
|
|
2018
Q1 | $2.93M | Sell |
48,148
-127,295
| -73% | -$7.75M | 0.11% | 179 |
|
|
2017
Q4 | $12.4M | Sell |
175,443
-38,014
| -18% | -$2.68M | 0.42% | 54 |
|
|
2017
Q3 | $13.7M | Buy |
213,457
+1,696
| +0.8% | +$109K | 0.46% | 56 |
|
|
2017
Q2 | $13.6M | Buy |
211,761
+17,424
| +9% | +$1.12M | 0.42% | 66 |
|
|
2017
Q1 | $12.3M | Sell |
194,337
-862
| -0.4% | -$54.4K | 0.34% | 93 |
|
|
2016
Q4 | $11.3M | Buy |
+195,199
| New | +$11.3M | 0.29% | 117 |
|