MGO One Seven’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,395
| Closed | -$266K | – | 1022 |
|
|
2024
Q2 | $266K | Buy |
3,395
+755
| +29% | +$59.2K | 0.01% | 805 |
|
|
2024
Q1 | $228K | Sell |
2,640
-476
| -15% | -$41.1K | 0.01% | 803 |
|
|
2023
Q4 | $245K | Buy |
+3,116
| New | +$245K | 0.01% | 764 |
|
|
2019
Q1 | – | Sell |
-317
| Closed | -$14K | – | 1279 |
|
|
2018
Q4 | $14K | Buy |
+317
| New | +$14K | 0.01% | 1034 |
|
|
2018
Q1 | $5K | Sell |
84
-79
| -48% | -$4.7K | ﹤0.01% | 1320 |
|
|
2017
Q4 | $12K | Buy |
+163
| New | +$12K | 0.01% | 1027 |
|