Newfound Research’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-1
| Closed | – | – | 151 |
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 168 |
|
2019
Q4 | $0 | Sell |
1
-2
| -67% | – | ﹤0.01% | 197 |
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 203 |
|
2019
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 201 |
|
2019
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 203 |
|
2018
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 189 |
|
2018
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 213 |
|
2018
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 203 |
|
2018
Q1 | $0 | Sell |
3
-14
| -82% | – | ﹤0.01% | 235 |
|
2017
Q4 | $1K | Sell |
17
-1
| -6% | -$59 | ﹤0.01% | 155 |
|
2017
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 151 |
|
2017
Q2 | $1K | Buy |
18
+1
| +6% | +$56 | ﹤0.01% | 147 |
|
2017
Q1 | $1K | Sell |
17
-1
| -6% | -$59 | ﹤0.01% | 144 |
|
2016
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 121 |
|
2016
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 132 |
|
2016
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 127 |
|