Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-425
| Closed | -$27K | – | 831 |
|
|
2021
Q3 | $27K | Buy |
425
+2
| +0.5% | +$127 | 0.01% | 581 |
|
|
2021
Q2 | $27K | Buy |
423
+2
| +0.5% | +$128 | 0.01% | 444 |
|
|
2021
Q1 | $21K | Hold |
421
| – | – | 0.01% | 452 |
|
|
2020
Q4 | $21K | Buy |
421
+1
| +0.2% | +$50 | 0.01% | 449 |
|
|
2020
Q3 | $17K | Buy |
420
+2
| +0.5% | +$81 | 0.01% | 429 |
|
|
2020
Q2 | $17K | Buy |
418
+1
| +0.2% | +$41 | 0.01% | 406 |
|
|
2020
Q1 | $13K | Buy |
417
+2
| +0.5% | +$62 | 0.01% | 425 |
|
|
2019
Q4 | $23K | Buy |
415
+2
| +0.5% | +$111 | 0.02% | 394 |
|
|
2019
Q3 | $24K | Buy |
413
+1
| +0.2% | +$58 | 0.02% | 374 |
|
|
2019
Q2 | $24K | Buy |
+412
| New | +$24K | 0.02% | 380 |
|
|
2019
Q1 | – | Sell |
-296
| Closed | -$13K | – | 822 |
|
|
2018
Q4 | $13K | Buy |
+296
| New | +$13K | 0.01% | 386 |
|