Mirabella Financial Services’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 |
-15,903
| Closed | -$1.25M | – | 387 |
|
|
2024
Q2 | $1.25M | Sell |
15,903
-15,397
| -49% | -$1.21M | 0.09% | 122 |
|
|
2024
Q1 | $2.7M | Buy |
+31,300
| New | +$2.7M | 0.2% | 89 |
|
|
2022
Q4 | – | Sell |
-55,768
| Closed | -$3.98M | – | 487 |
|
|
2022
Q3 | $3.98M | Sell |
55,768
-45,198
| -45% | -$3.23M | 0.41% | 35 |
|
|
2022
Q2 | $6.77M | Buy |
+100,966
| New | +$6.77M | 0.67% | 20 |
|
|
2021
Q4 | – | Sell |
-3,560
| Closed | -$229K | – | 561 |
|
|
2021
Q3 | $229K | Sell |
3,560
-2,385
| -40% | -$153K | 0.03% | 380 |
|
|
2021
Q2 | $376K | Buy |
+5,945
| New | +$376K | 0.07% | 186 |
|