Kalos Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-40,540
| Closed | -$1.91M | – | 259 |
|
|
2020
Q3 | $1.91M | Sell |
40,540
-3,989
| -9% | -$188K | 0.85% | 37 |
|
|
2020
Q2 | $2.05M | Sell |
44,529
-6,752
| -13% | -$311K | 0.86% | 39 |
|
|
2020
Q1 | $1.87M | Buy |
51,281
+13,107
| +34% | +$478K | 0.83% | 38 |
|
|
2019
Q4 | $2.1M | Sell |
38,174
-1,959
| -5% | -$108K | 0.77% | 43 |
|
|
2019
Q3 | $2.29M | Buy |
+40,133
| New | +$2.29M | 0.91% | 29 |
|