JMAC Enterprises’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,000
| Closed | -$504K | – | 189 |
|
|
2022
Q4 | $504K | Sell |
6,000
-800
| -12% | -$67.1K | 0.14% | 117 |
|
|
2022
Q3 | $491K | Hold |
6,800
| – | – | 0.14% | 125 |
|
|
2022
Q2 | $454K | Hold |
6,800
| – | – | 0.12% | 132 |
|
|
2022
Q1 | $499K | Hold |
6,800
| – | – | 0.12% | 126 |
|
|
2021
Q4 | $521K | Buy |
+6,800
| New | +$521K | 0.12% | 124 |
|