Kavar Capital Partners Group’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
Q3 | – | Sell |
-143
| Closed | -$8K | – | 365 |
|
|
2019
Q2 | $8K | Buy |
+143
| New | +$8K | ﹤0.01% | 389 |
|
|
2018
Q3 | – | Sell |
-143
| Closed | -$8K | – | 306 |
|
|
2018
Q2 | $8K | Hold |
143
| – | – | ﹤0.01% | 334 |
|
|
2018
Q1 | $9K | Buy |
+143
| New | +$9K | ﹤0.01% | 332 |
|
|
2016
Q1 | – | Sell |
-143
| Closed | -$6K | – | 308 |
|
|
2015
Q4 | $6K | Hold |
143
| – | – | ﹤0.01% | 290 |
|
|
2015
Q3 | $6K | Hold |
143
| – | – | ﹤0.01% | 301 |
|
|
2015
Q2 | $7K | Buy |
+143
| New | +$7K | ﹤0.01% | 315 |
|
|
2014
Q2 | – | Sell |
-143
| Closed | -$6K | – | 352 |
|
|
2014
Q1 | $6K | Hold |
143
| – | – | 0.01% | 338 |
|
|
2013
Q4 | $7K | Buy |
+143
| New | +$7K | 0.01% | 311 |
|