Marino Stram & Associates’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
Q2 | – | Sell |
-1,194
| Closed | -$60K | – | 430 |
|
|
2019
Q1 | $60K | Hold |
1,194
| – | – | 0.04% | 145 |
|
|
2018
Q4 | $53K | Hold |
1,194
| – | – | 0.05% | 149 |
|
|
2018
Q3 | $70K | Hold |
1,194
| – | – | 0.06% | 149 |
|
|
2018
Q2 | $63K | Hold |
1,194
| – | – | 0.06% | 150 |
|
|
2018
Q1 | $73K | Hold |
1,194
| – | – | 0.07% | 142 |
|
|
2017
Q4 | $84K | Buy |
+1,194
| New | +$84K | 0.08% | 133 |
|