Lourd Capital’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
-3,595
Closed -$211K 332
2018
Q3
$211K Buy
+3,595
New +$211K 0.01% 301
2018
Q1
Sell
-3,715
Closed -$262K 273
2017
Q4
$262K Buy
+3,715
New +$262K 0.02% 267