Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-100
| Closed | -$6K | – | 656 |
|
|
2017
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 544 |
|
|
2017
Q2 | $6K | Sell |
100
-127
| -56% | -$7.62K | ﹤0.01% | 522 |
|
|
2017
Q1 | $14K | Hold |
227
| – | – | ﹤0.01% | 495 |
|
|
2016
Q4 | $15K | Buy |
227
+127
| +127% | +$8.39K | ﹤0.01% | 509 |
|
|
2016
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 562 |
|
|
2016
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 408 |
|