McDonald Partners’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,118
| Closed | -$743K | – | 267 |
|
|
2022
Q2 | $743K | Hold |
11,118
| – | – | 0.19% | 145 |
|
|
2022
Q1 | $816K | Buy |
+11,118
| New | +$816K | 0.18% | 151 |
|
|
2021
Q4 | – | Sell |
-11,126
| Closed | -$717K | – | 676 |
|
|
2021
Q3 | $717K | Hold |
11,126
| – | – | 0.17% | 154 |
|
|
2021
Q2 | $703K | Hold |
11,126
| – | – | 0.17% | 152 |
|
|
2021
Q1 | $667K | Hold |
11,126
| – | – | 0.17% | 148 |
|
|
2020
Q4 | $552K | Buy |
+11,126
| New | +$552K | 0.16% | 156 |
|