M Holdings Securities’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-12,287
| Closed | -$712K | – | 168 |
|
|
2019
Q2 | $712K | Hold |
12,287
| – | – | 0.24% | 111 |
|
|
2019
Q1 | $617K | Hold |
12,287
| – | – | 0.14% | 174 |
|
|
2018
Q4 | $543K | Buy |
12,287
+4,680
| +62% | +$207K | 0.17% | 160 |
|
|
2018
Q3 | $446K | Buy |
7,607
+500
| +7% | +$29.3K | 0.12% | 214 |
|
|
2018
Q2 | $376K | Buy |
+7,107
| New | +$376K | 0.1% | 232 |
|