MinichMacGregor Wealth Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-300
| Closed | -$25.2K | – | 480 |
|
|
2022
Q4 | $25.2K | Buy |
+300
| New | +$25.2K | 0.01% | 268 |
|
|
2018
Q4 | – | Sell |
-300
| Closed | -$17K | – | 380 |
|
|
2018
Q3 | $17K | Hold |
300
| – | – | 0.01% | 239 |
|
|
2018
Q2 | $15K | Hold |
300
| – | – | 0.01% | 248 |
|
|
2018
Q1 | $18K | Hold |
300
| – | – | 0.01% | 220 |
|
|
2017
Q4 | $21K | Hold |
300
| – | – | 0.02% | 197 |
|
|
2017
Q3 | $19K | Hold |
300
| – | – | 0.02% | 201 |
|
|
2017
Q2 | $19K | Hold |
300
| – | – | 0.02% | 197 |
|
|
2017
Q1 | $18K | Hold |
300
| – | – | 0.02% | 197 |
|
|
2016
Q4 | $17K | Hold |
300
| – | – | 0.02% | 194 |
|
|
2016
Q3 | $15K | Hold |
300
| – | – | 0.01% | 211 |
|
|
2016
Q2 | $12K | Hold |
300
| – | – | 0.01% | 234 |
|
|
2016
Q1 | $11K | Hold |
300
| – | – | 0.01% | 237 |
|
|
2015
Q4 | $15K | Buy |
+300
| New | +$15K | 0.01% | 188 |
|