Nelson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-750
| Closed | -$39K | – | 261 |
|
|
2016
Q3 | $39K | Hold |
750
| – | – | 0.01% | 133 |
|
|
2016
Q2 | $31K | Hold |
750
| – | – | 0.01% | 135 |
|
|
2016
Q1 | $30K | Hold |
750
| – | – | 0.01% | 133 |
|
|
2015
Q4 | $34K | Hold |
750
| – | – | 0.01% | 128 |
|
|
2015
Q3 | $36K | Hold |
750
| – | – | 0.01% | 120 |
|
|
2015
Q2 | $38K | Hold |
750
| – | – | 0.01% | 133 |
|
|
2015
Q1 | $39K | Hold |
750
| – | – | 0.01% | 131 |
|
|
2014
Q4 | $39K | Hold |
750
| – | – | 0.01% | 134 |
|
|
2014
Q3 | $39K | Hold |
750
| – | – | 0.01% | 132 |
|
|
2014
Q2 | $38K | Hold |
750
| – | – | 0.02% | 135 |
|
|
2014
Q1 | $34K | Hold |
750
| – | – | 0.01% | 128 |
|
|
2013
Q4 | $37K | Hold |
750
| – | – | 0.02% | 123 |
|
|
2013
Q3 | $32K | Hold |
750
| – | – | 0.02% | 123 |
|
|
2013
Q2 | $28K | Buy |
+750
| New | +$28K | 0.01% | 126 |
|