Moneta Group Investment Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.23M | Buy |
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|
2020
Q1 | $1.68M | Sell |
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|
2019
Q4 | $3.1M | Sell |
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|
2019
Q3 | $3.23M | Buy |
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|
2019
Q2 | $3.25M | Sell |
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|
2019
Q1 | $2.82M | Sell |
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|
2018
Q4 | $2.48M | Sell |
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|
2018
Q3 | $3.42M | Sell |
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|
2018
Q2 | $3.46M | Buy |
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|
2018
Q1 | $3.7M | Buy |
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|
2017
Q4 | $4.11M | Buy |
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|
2017
Q3 | $3.71M | Sell |
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|
2017
Q2 | $4.12M | Buy |
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|
2017
Q1 | $3.88M | Buy |
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|
2016
Q4 | $3.55M | Sell |
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|
2016
Q3 | $3.3M | Sell |
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|
2016
Q2 | $3.08M | Buy |
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|
2016
Q1 | $2.83M | Buy |
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|
2015
Q4 | $2.89M | Sell |
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|
2015
Q3 | $3.52M | Buy |
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|
2015
Q2 | $752K | Buy |
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|
2015
Q1 | $316K | Hold |
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|
2014
Q4 | $319K | Sell |
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|
2014
Q3 | $520K | Buy |
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|
2014
Q2 | $483K | Buy |
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|
2014
Q1 | $423K | Sell |
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|
2013
Q4 | $496K | Sell |
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|
2013
Q3 | $438K | Buy |
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|
2013
Q2 | $366K | Buy |
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