Mainstay Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-30,467
| Closed | -$912K | – | 115 |
|
|
2020
Q1 | $912K | Sell |
30,467
-1,855
| -6% | -$55.5K | 0.29% | 54 |
|
|
2019
Q4 | $1.78M | Buy |
32,322
+2,740
| +9% | +$151K | 0.41% | 33 |
|
|
2019
Q3 | $1.69M | Buy |
29,582
+1,575
| +6% | +$90K | 0.93% | 25 |
|
|
2019
Q2 | $1.62M | Buy |
28,007
+4,080
| +17% | +$236K | 0.85% | 26 |
|
|
2019
Q1 | $1.21M | Sell |
23,927
-1,435
| -6% | -$72.3K | 0.92% | 33 |
|
|
2018
Q4 | $1.1M | Sell |
25,362
-2,770
| -10% | -$120K | 0.79% | 41 |
|
|
2018
Q3 | $1.65M | Sell |
28,132
-1,458
| -5% | -$85.4K | 1.04% | 25 |
|
|
2018
Q2 | $1.57M | Sell |
29,590
-1,937
| -6% | -$103K | 1.24% | 21 |
|
|
2018
Q1 | $1.92M | Sell |
31,527
-1,196
| -4% | -$72.8K | 1.46% | 20 |
|
|
2017
Q4 | $2.31M | Buy |
+32,723
| New | +$2.31M | 1.91% | 9 |
|