Omnia 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 |
-38
| Closed | -$2K | – | 403 |
|
|
2019
Q1 | $2K | Hold |
38
| – | – | ﹤0.01% | 479 |
|
|
2018
Q4 | $2K | Hold |
38
| – | – | ﹤0.01% | 432 |
|
|
2018
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 473 |
|
|
2018
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 450 |
|
|
2018
Q1 | $2K | Hold |
38
| – | – | ﹤0.01% | 463 |
|
|
2017
Q4 | $3K | Sell |
38
-149
| -80% | -$11.8K | ﹤0.01% | 385 |
|
|
2017
Q3 | $12K | Buy |
187
+1
| +0.5% | +$64 | 0.01% | 254 |
|
|
2017
Q2 | $12K | Hold |
186
| – | – | 0.01% | 260 |
|
|
2017
Q1 | $12K | Hold |
186
| – | – | 0.01% | 262 |
|
|
2016
Q4 | $11K | Buy |
+186
| New | +$11K | 0.01% | 278 |
|