Krilogy Financial’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-184
| Closed | -$11K | – | 528 |
|
2018
Q3 | $11K | Buy |
+184
| New | +$11K | ﹤0.01% | 517 |
|
2018
Q2 | – | Sell |
-403
| Closed | -$25K | – | 518 |
|
2018
Q1 | $25K | Buy |
403
+1
| +0.2% | +$62 | 0.01% | 418 |
|
2017
Q4 | $28K | Buy |
402
+148
| +58% | +$10.3K | 0.01% | 398 |
|
2017
Q3 | $16K | Hold |
254
| – | – | ﹤0.01% | 512 |
|
2017
Q2 | $16K | Buy |
254
+1
| +0.4% | +$63 | ﹤0.01% | 467 |
|
2017
Q1 | $15K | Hold |
253
| – | – | ﹤0.01% | 460 |
|
2016
Q4 | $15K | Hold |
253
| – | – | ﹤0.01% | 460 |
|
2016
Q3 | $13K | Hold |
253
| – | – | ﹤0.01% | 490 |
|
2016
Q2 | $10K | Buy |
253
+219
| +644% | +$8.66K | ﹤0.01% | 532 |
|
2016
Q1 | $1K | Sell |
34
-83
| -71% | -$2.44K | ﹤0.01% | 650 |
|
2015
Q4 | $5K | Hold |
117
| – | – | ﹤0.01% | 321 |
|
2015
Q3 | $6K | Buy |
+117
| New | +$6K | ﹤0.01% | 446 |
|