Lowe Brockenbrough & Co’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,350
| Closed | -$215K | – | 201 |
|
|
2017
Q2 | $215K | Hold |
3,350
| – | – | 0.03% | 190 |
|
|
2017
Q1 | $211K | Buy |
+3,350
| New | +$211K | 0.03% | 189 |
|
|
2015
Q4 | – | Sell |
-99,962
| Closed | -$4.73M | – | 189 |
|
|
2015
Q3 | $4.73M | Sell |
99,962
-345
| -0.3% | -$16.3K | 0.83% | 49 |
|
|
2015
Q2 | $5.15M | Buy |
100,307
+580
| +0.6% | +$29.8K | 0.83% | 48 |
|
|
2015
Q1 | $5.12M | Buy |
99,727
+8,965
| +10% | +$461K | 0.81% | 47 |
|
|
2014
Q4 | $4.71M | Sell |
90,762
-1,275
| -1% | -$66.2K | 0.75% | 50 |
|
|
2014
Q3 | $4.83M | Buy |
92,037
+1,997
| +2% | +$105K | 0.77% | 53 |
|
|
2014
Q2 | $4.55M | Buy |
+90,040
| New | +$4.55M | 0.73% | 55 |
|