KJWM
Kiley Juergens Wealth Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,617
| Closed | -$94K | – | 472 |
|
|
2018
Q3 | $94K | Hold |
1,617
| – | – | 0.07% | 162 |
|
|
2018
Q2 | $85K | Buy |
+1,617
| New | +$85K | 0.08% | 152 |
|
|
2018
Q1 | – | Sell |
-1,617
| Closed | -$114K | – | 452 |
|
|
2017
Q4 | $114K | Buy |
+1,617
| New | +$114K | 0.1% | 116 |
|