Kore Private Wealth’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
Q3 | – | Sell |
-319
| Closed | -$13K | – | 850 |
|
|
2020
Q2 | $13K | Buy |
319
+111
| +53% | +$4.52K | ﹤0.01% | 738 |
|
|
2020
Q1 | $7K | Sell |
208
-86
| -29% | -$2.89K | ﹤0.01% | 750 |
|
|
2019
Q4 | $16K | Buy |
+294
| New | +$16K | ﹤0.01% | 673 |
|
|
2019
Q2 | – | Sell |
-208
| Closed | -$10K | – | 628 |
|
|
2019
Q1 | $10K | Hold |
208
| – | – | ﹤0.01% | 629 |
|
|
2018
Q4 | $9K | Buy |
+208
| New | +$9K | ﹤0.01% | 583 |
|