Mork Capital Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-20,500
| Closed | -$1.48M | – | 109 |
|
2021
Q4 | $1.48M | Hold |
20,500
| – | – | 1% | 31 |
|
2021
Q3 | $1.32M | Hold |
20,500
| – | – | 1.13% | 37 |
|
2021
Q2 | $1.3M | Hold |
20,500
| – | – | 0.93% | 45 |
|
2021
Q1 | $1.23M | Hold |
20,500
| – | – | 0.94% | 50 |
|
2020
Q4 | $1.02M | Buy |
+20,500
| New | +$1.02M | 0.75% | 60 |
|