LS
Leelyn Smith’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-32,725
| Closed | -$2.43M | – | 119 |
|
|
2023
Q1 | $2.43M | Buy |
32,725
+41
| +0.1% | +$3.05K | 0.62% | 51 |
|
|
2022
Q4 | $2.74M | Sell |
32,684
-295
| -0.9% | -$24.8K | 0.75% | 39 |
|
|
2022
Q3 | $2.38M | Buy |
32,979
+925
| +3% | +$66.7K | 0.82% | 31 |
|
|
2022
Q2 | $2.14M | Buy |
32,054
+1,508
| +5% | +$101K | 0.56% | 52 |
|
|
2022
Q1 | $2.24M | Buy |
30,546
+927
| +3% | +$68K | 0.58% | 51 |
|
|
2021
Q4 | $2.14M | Sell |
29,619
-603
| -2% | -$43.6K | 0.57% | 49 |
|
|
2021
Q3 | $1.95M | Buy |
30,222
+99
| +0.3% | +$6.38K | 0.56% | 50 |
|
|
2021
Q2 | $1.9M | Buy |
30,123
+29,889
| +12,773% | +$1.89M | 0.56% | 55 |
|
|
2021
Q1 | $14K | Hold |
234
| – | – | ﹤0.01% | 270 |
|
|
2020
Q4 | $12K | Hold |
234
| – | – | ﹤0.01% | 264 |
|
|
2020
Q3 | $9K | Hold |
234
| – | – | ﹤0.01% | 271 |
|
|
2020
Q2 | $10K | Hold |
234
| – | – | ﹤0.01% | 316 |
|
|
2020
Q1 | $7K | Hold |
234
| – | – | ﹤0.01% | 267 |
|
|
2019
Q4 | $13 | Buy |
+234
| New | +$13 | 0.01% | 248 |
|