Northwest Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,884
| Closed | -$226K | – | 173 |
|
|
2024
Q2 | $226K | Buy |
2,884
+9
| +0.3% | +$706 | 0.06% | 151 |
|
|
2024
Q1 | $248K | Sell |
2,875
-31
| -1% | -$2.68K | 0.07% | 141 |
|
|
2023
Q4 | $229K | Sell |
2,906
-123
| -4% | -$9.68K | 0.07% | 141 |
|
|
2023
Q3 | $218K | Buy |
3,029
+6
| +0.2% | +$432 | 0.08% | 133 |
|
|
2023
Q2 | $229K | Sell |
3,023
-251
| -8% | -$19K | 0.08% | 134 |
|
|
2023
Q1 | $243K | Sell |
3,274
-99
| -3% | -$7.36K | 0.09% | 130 |
|
|
2022
Q4 | $283K | Buy |
3,373
+33
| +1% | +$2.77K | 0.12% | 111 |
|
|
2022
Q3 | $241K | Sell |
3,340
-160
| -5% | -$11.5K | 0.11% | 122 |
|
|
2022
Q2 | $234K | Buy |
3,500
+300
| +9% | +$20.1K | 0.1% | 126 |
|
|
2022
Q1 | $235K | Buy |
+3,200
| New | +$235K | 0.12% | 122 |
|
|
2019
Q2 | – | Sell |
-1,691
| Closed | -$85K | – | 370 |
|
|
2019
Q1 | $85K | Sell |
1,691
-4,005
| -70% | -$201K | 0.06% | 173 |
|
|
2018
Q4 | $252K | Buy |
5,696
+2
| +0% | +$88 | 0.21% | 89 |
|
|
2018
Q3 | $334K | Buy |
5,694
+616
| +12% | +$36.1K | 0.25% | 78 |
|
|
2018
Q2 | $269K | Sell |
5,078
-703
| -12% | -$37.2K | 0.2% | 90 |
|
|
2018
Q1 | $352K | Buy |
+5,781
| New | +$352K | 0.26% | 77 |
|