LeJeune Puetz Investment Counsel’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $260K | Sell |
3,500
-425
| -11% | -$31.6K | 0.09% | 145 |
|
|
2022
Q4 | $329K | Hold |
3,925
| – | – | 0.12% | 129 |
|
|
2022
Q3 | $283K | Hold |
3,925
| – | – | 0.12% | 125 |
|
|
2022
Q2 | $262K | Hold |
3,925
| – | – | 0.1% | 134 |
|
|
2022
Q1 | $288K | Hold |
3,925
| – | – | 0.1% | 132 |
|
|
2021
Q4 | $284K | Hold |
3,925
| – | – | 0.1% | 137 |
|
|
2021
Q3 | $253K | Hold |
3,925
| – | – | 0.09% | 141 |
|
|
2021
Q2 | $248K | Sell |
3,925
-200
| -5% | -$12.6K | 0.09% | 142 |
|
|
2021
Q1 | $247K | Hold |
4,125
| – | – | 0.1% | 140 |
|
|
2020
Q4 | $205K | Buy |
+4,125
| New | +$205K | 0.09% | 143 |
|