Monetary Management Group’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-450
| Closed | -$20K | – | 302 |
|
2018
Q4 | $20K | Hold |
450
| – | – | 0.01% | 259 |
|
2018
Q3 | $26K | Hold |
450
| – | – | 0.01% | 263 |
|
2018
Q2 | $24K | Hold |
450
| – | – | 0.01% | 268 |
|
2018
Q1 | $27K | Hold |
450
| – | – | 0.01% | 259 |
|
2017
Q4 | $32K | Hold |
450
| – | – | 0.01% | 253 |
|
2017
Q3 | $29K | Hold |
450
| – | – | 0.01% | 247 |
|
2017
Q2 | $29K | Hold |
450
| – | – | 0.01% | 248 |
|
2017
Q1 | $28K | Hold |
450
| – | – | 0.01% | 247 |
|
2016
Q4 | $26K | Hold |
450
| – | – | 0.01% | 256 |
|
2016
Q3 | $23K | Hold |
450
| – | – | 0.01% | 264 |
|
2016
Q2 | $18K | Hold |
450
| – | – | 0.01% | 279 |
|
2016
Q1 | $18K | Hold |
450
| – | – | 0.01% | 274 |
|
2015
Q4 | $20K | Hold |
450
| – | – | 0.01% | 276 |
|
2015
Q3 | $21K | Hold |
450
| – | – | 0.01% | 280 |
|
2015
Q2 | $23K | Hold |
450
| – | – | 0.01% | 291 |
|
2015
Q1 | $23K | Hold |
450
| – | – | 0.01% | 308 |
|
2014
Q4 | $23K | Hold |
450
| – | – | 0.01% | 315 |
|
2014
Q3 | $24K | Hold |
450
| – | – | 0.01% | 306 |
|
2014
Q2 | $23K | Buy |
+450
| New | +$23K | 0.01% | 310 |
|
2014
Q1 | – | Sell |
-900
| Closed | -$44K | – | 268 |
|
2013
Q4 | $44K | Buy |
+900
| New | +$44K | 0.02% | 239 |
|