Mosaic Family Wealth’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
Q2 | – | Sell |
-227
| Closed | -$11K | – | 483 |
|
|
2019
Q1 | $11K | Buy |
227
+1
| +0.4% | +$48 | ﹤0.01% | 488 |
|
|
2018
Q4 | $10K | Buy |
226
+2
| +0.9% | +$88 | ﹤0.01% | 487 |
|
|
2018
Q3 | $11K | Buy |
224
+1
| +0.4% | +$49 | ﹤0.01% | 490 |
|
|
2018
Q2 | $12K | Buy |
223
+1
| +0.5% | +$54 | ﹤0.01% | 515 |
|
|
2018
Q1 | $14K | Buy |
222
+1
| +0.5% | +$63 | 0.01% | 494 |
|
|
2017
Q4 | $16K | Hold |
221
| – | – | 0.01% | 477 |
|
|
2017
Q3 | $14K | Buy |
221
+1
| +0.5% | +$63 | 0.01% | 523 |
|
|
2017
Q2 | $14K | Buy |
220
+1
| +0.5% | +$64 | 0.01% | 460 |
|
|
2017
Q1 | $14K | Buy |
219
+1
| +0.5% | +$64 | 0.01% | 473 |
|
|
2016
Q4 | $13K | Hold |
218
| – | – | 0.01% | 480 |
|
|
2016
Q3 | $11K | Buy |
218
+1
| +0.5% | +$50 | 0.01% | 505 |
|
|
2016
Q2 | $9K | Buy |
217
+2
| +0.9% | +$83 | ﹤0.01% | 539 |
|
|
2016
Q1 | $8K | Buy |
215
+1
| +0.5% | +$37 | ﹤0.01% | 550 |
|
|
2015
Q4 | $9K | Buy |
+214
| New | +$9K | ﹤0.01% | 538 |
|