MSI Financial Services’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $171K | Sell |
2,953
-150
| -5% | -$8.69K | 0.01% | 1175 |
|
|
2016
Q3 | $160K | Buy |
3,103
+472
| +18% | +$24.3K | 0.01% | 1162 |
|
|
2016
Q2 | $108K | Sell |
2,631
-237
| -8% | -$9.73K | ﹤0.01% | 1364 |
|
|
2016
Q1 | $113K | Buy |
2,868
+775
| +37% | +$30.5K | ﹤0.01% | 1276 |
|
|
2015
Q4 | $94K | Buy |
2,093
+1,016
| +94% | +$45.6K | ﹤0.01% | 1321 |
|
|
2015
Q3 | $51K | Buy |
1,077
+4
| +0.4% | +$189 | ﹤0.01% | 1213 |
|
|
2015
Q2 | $55K | Buy |
1,073
+121
| +13% | +$6.2K | ﹤0.01% | 1256 |
|
|
2015
Q1 | $49K | Buy |
952
+197
| +26% | +$10.1K | ﹤0.01% | 1320 |
|
|
2014
Q4 | $39K | Sell |
755
-10
| -1% | -$517 | ﹤0.01% | 1188 |
|
|
2014
Q3 | $40K | Sell |
765
-290
| -27% | -$15.2K | ﹤0.01% | 1179 |
|
|
2014
Q2 | $53K | Buy |
1,055
+562
| +114% | +$28.2K | 0.01% | 1057 |
|
|
2014
Q1 | $23K | Hold |
493
| – | – | ﹤0.01% | 1380 |
|
|
2013
Q4 | $24K | Hold |
493
| – | – | ﹤0.01% | 1312 |
|
|
2013
Q3 | $21K | Hold |
493
| – | – | ﹤0.01% | 1190 |
|
|
2013
Q2 | $18K | Buy |
+493
| New | +$18K | ﹤0.01% | 1297 |
|