Lake Point Wealth Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-335
| Closed | -$24K | – | 469 |
|
|
2021
Q4 | $24K | Hold |
335
| – | – | 0.01% | 108 |
|
|
2021
Q3 | $22K | Buy |
335
+146
| +77% | +$9.59K | 0.01% | 103 |
|
|
2021
Q2 | $12K | Buy |
+189
| New | +$12K | 0.01% | 158 |
|
|
2020
Q1 | $6K | Hold |
189
| – | – | 0.01% | 147 |
|
|
2019
Q4 | $10K | Buy |
+189
| New | +$10K | ﹤0.01% | 271 |
|
|
2019
Q2 | $17K | Hold |
289
| – | – | 0.01% | 263 |
|
|
2019
Q1 | $17K | Hold |
289
| – | – | 0.01% | 263 |
|
|
2018
Q4 | $13K | Buy |
+289
| New | +$13K | ﹤0.01% | 420 |
|