JP Morgan Private Wealth Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.11M | Sell |
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|
2023
Q2 | $2.38M | Sell |
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|
2023
Q1 | $2.84M | Buy |
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|
2022
Q4 | $2.95M | Sell |
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|
2022
Q3 | $2.55M | Buy |
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|
2022
Q2 | $1.7M | Buy |
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|
2022
Q1 | $1.84M | Sell |
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|
2021
Q4 | $1.88M | Buy |
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|
2021
Q3 | $1.5M | Buy |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $967K | Buy |
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|
2020
Q4 | $782K | Buy |
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|
2020
Q3 | $604K | Buy |
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|
2020
Q2 | $563K | Sell |
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|
2020
Q1 | $507K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $278K | Sell |
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|
2014
Q2 | $291K | Buy |
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