MBM Wealth Consultants’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,178
| Closed | -$222K | – | 117 |
|
|
2023
Q3 | $222K | Buy |
3,178
+196
| +7% | +$13.7K | 0.1% | 97 |
|
|
2023
Q2 | $234K | Buy |
2,982
+1,294
| +77% | +$102K | 0.1% | 93 |
|
|
2023
Q1 | $190K | Hold |
1,688
| – | – | 0.08% | 101 |
|
|
2022
Q4 | $141K | Buy |
1,688
+280
| +20% | +$23.4K | 0.07% | 111 |
|
|
2022
Q3 | $106K | Buy |
1,408
+382
| +37% | +$28.8K | 0.05% | 107 |
|
|
2022
Q2 | $69K | Buy |
1,026
+36
| +4% | +$2.42K | 0.03% | 138 |
|
|
2022
Q1 | $73K | Buy |
990
+280
| +39% | +$20.6K | 0.03% | 160 |
|
|
2021
Q4 | $51K | Buy |
710
+190
| +37% | +$13.6K | 0.02% | 160 |
|
|
2021
Q3 | $33K | Buy |
520
+115
| +28% | +$7.3K | 0.02% | 171 |
|
|
2021
Q2 | $26K | Hold |
405
| – | – | 0.01% | 175 |
|
|
2021
Q1 | $24K | Buy |
+405
| New | +$24K | 0.01% | 178 |
|