KLI
PFG icon

Kelman-Lazarov Inc’s Principal Financial Group PFG Stock Holding History

Kelman-Lazarov Inc’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-930
Closed -$53.8K – 207
2016
Q4 		$53.8K Hold
930
– – 0.03% 156
2016
Q3 		$47.6K Hold
930
– – 0.03% 179
2016
Q2 		$38.3K Hold
930
– – 0.02% 185
2016
Q1 		$37K Buy
+930
New +$35.8K 0.02% 203

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