MGIA
Moneta Group Investment Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-53,587
| Closed | -$2.23M | – | 288 |
|
|
2020
Q2 | $2.23M | Buy |
53,587
+13
| +0% | +$540 | 0.21% | 78 |
|
|
2020
Q1 | $1.68M | Sell |
53,574
-2,881
| -5% | -$90.3K | 0.17% | 86 |
|
|
2019
Q4 | $3.11M | Sell |
56,455
-160
| -0.3% | -$8.8K | 0.26% | 64 |
|
|
2019
Q3 | $3.24M | Buy |
56,615
+520
| +0.9% | +$29.7K | 0.3% | 61 |
|
|
2019
Q2 | $3.25M | Sell |
56,095
-12
| -0% | -$695 | 0.32% | 53 |
|
|
2019
Q1 | $2.82M | Sell |
56,107
-17
| -0% | -$853 | 0.29% | 61 |
|
|
2018
Q4 | $2.48M | Sell |
56,124
-2,204
| -4% | -$97.4K | 0.3% | 62 |
|
|
2018
Q3 | $3.42M | Sell |
58,328
-7,000
| -11% | -$410K | 0.35% | 55 |
|
|
2018
Q2 | $3.46M | Buy |
65,328
+4,528
| +7% | +$240K | 0.39% | 43 |
|
|
2018
Q1 | $3.7M | Buy |
60,800
+2,598
| +4% | +$158K | 0.49% | 30 |
|
|
2017
Q4 | $4.11M | Buy |
58,202
+542
| +0.9% | +$38.2K | 0.62% | 20 |
|
|
2017
Q3 | $3.71M | Sell |
57,660
-6,705
| -10% | -$431K | 0.58% | 26 |
|
|
2017
Q2 | $4.12M | Buy |
64,365
+2,880
| +5% | +$185K | 0.67% | 20 |
|
|
2017
Q1 | $3.88M | Buy |
61,485
+150
| +0.2% | +$9.47K | 0.77% | 21 |
|
|
2016
Q4 | $3.55M | Sell |
61,335
-2,800
| -4% | -$162K | 0.73% | 21 |
|
|
2016
Q3 | $3.3M | Sell |
64,135
-10,895
| -15% | -$561K | 0.75% | 22 |
|
|
2016
Q2 | $3.08M | Buy |
75,030
+3,350
| +5% | +$138K | 0.67% | 26 |
|
|
2016
Q1 | $2.83M | Buy |
71,680
+7,395
| +12% | +$292K | 0.63% | 26 |
|
|
2015
Q4 | $2.89M | Sell |
64,285
-9,960
| -13% | -$448K | 0.71% | 23 |
|
|
2015
Q3 | $3.52M | Buy |
74,245
+59,580
| +406% | +$2.82M | 0.98% | 21 |
|
|
2015
Q2 | $752K | Buy |
14,665
+8,514
| +138% | +$437K | 0.23% | 53 |
|
|
2015
Q1 | $316K | Hold |
6,151
| – | – | 0.14% | 117 |
|
|
2014
Q4 | $319K | Sell |
6,151
-3,759
| -38% | -$195K | 0.15% | 112 |
|
|
2014
Q3 | $520K | Buy |
9,910
+334
| +3% | +$17.5K | 0.27% | 67 |
|
|
2014
Q2 | $483K | Buy |
9,576
+375
| +4% | +$18.9K | 0.26% | 63 |
|
|
2014
Q1 | $423K | Sell |
9,201
-853
| -8% | -$39.2K | 0.25% | 64 |
|
|
2013
Q4 | $496K | Sell |
10,054
-172
| -2% | -$8.49K | 0.3% | 59 |
|
|
2013
Q3 | $438K | Buy |
10,226
+450
| +5% | +$19.3K | 0.29% | 63 |
|
|
2013
Q2 | $366K | Buy |
+9,776
| New | +$366K | 0.26% | 69 |
|