JOYN Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,163
| Closed | -$51K | – | 1035 |
|
|
2018
Q4 | $51K | Buy |
1,163
+888
| +323% | +$38.9K | 0.01% | 335 |
|
|
2018
Q3 | $16K | Sell |
275
-85
| -24% | -$4.95K | ﹤0.01% | 775 |
|
|
2018
Q2 | $19K | Buy |
360
+351
| +3,900% | +$18.5K | ﹤0.01% | 700 |
|
|
2018
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1211 |
|