MLL
Moody Lynn & Lieberson’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-8,693
| Closed | -$391K | – | 182 |
|
|
2015
Q4 | $391K | Buy |
8,693
+128
| +1% | +$5.76K | 0.06% | 139 |
|
|
2015
Q3 | $405K | Buy |
8,565
+1,395
| +19% | +$66K | 0.08% | 125 |
|
|
2015
Q2 | $368K | Buy |
7,170
+199
| +3% | +$10.2K | 0.06% | 139 |
|
|
2015
Q1 | $358K | Buy |
6,971
+95
| +1% | +$4.88K | 0.06% | 134 |
|
|
2014
Q4 | $357K | Sell |
6,876
-252
| -4% | -$13.1K | 0.05% | 142 |
|
|
2014
Q3 | $374K | Hold |
7,128
| – | – | 0.06% | 130 |
|
|
2014
Q2 | $360K | Sell |
7,128
-115
| -2% | -$5.81K | 0.05% | 137 |
|
|
2014
Q1 | $333K | Sell |
7,243
-76
| -1% | -$3.49K | 0.05% | 147 |
|
|
2013
Q4 | $361K | Sell |
7,319
-65
| -0.9% | -$3.21K | 0.05% | 143 |
|
|
2013
Q3 | $316K | Buy |
7,384
+359
| +5% | +$15.4K | 0.05% | 140 |
|
|
2013
Q2 | $263K | Buy |
+7,025
| New | +$263K | 0.05% | 132 |
|