MCAI
Members Capital Advisors Inc’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-27,122
| Closed | -$1.63M | – | 67 |
|
|
2021
Q1 | $1.63M | Hold |
27,122
| – | – | 1.25% | 27 |
|
|
2020
Q4 | $1.35M | Hold |
27,122
| – | – | 1.14% | 33 |
|
|
2020
Q3 | $1.09M | Buy |
+27,122
| New | +$1.09M | 1.03% | 38 |
|
|
2020
Q1 | – | Sell |
-27,122
| Closed | -$1.49M | – | 33 |
|
|
2019
Q4 | $1.49M | Buy |
+27,122
| New | +$1.49M | 1.14% | 29 |
|