KA
Kaizen Advisory’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $35K | Buy |
790
+159
| +25% | +$7.04K | 0.02% | 400 |
|
|
2018
Q3 | $37K | Hold |
631
| – | – | 0.02% | 396 |
|
|
2018
Q2 | $33K | Buy |
631
+379
| +150% | +$19.8K | 0.02% | 439 |
|
|
2018
Q1 | $15K | Hold |
252
| – | – | 0.01% | 388 |
|
|
2017
Q4 | $18K | Buy |
+252
| New | +$18K | 0.01% | 346 |
|