Personal CFO Solutions’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,922
| Closed | -$427K | – | 539 |
|
|
2023
Q3 | $427K | Sell |
5,922
-1,226
| -17% | -$88.4K | 0.08% | 228 |
|
|
2023
Q2 | $542K | Buy |
7,148
+106
| +2% | +$8.04K | 0.11% | 191 |
|
|
2023
Q1 | $523K | Sell |
7,042
-2,278
| -24% | -$169K | 0.11% | 186 |
|
|
2022
Q4 | $782K | Buy |
9,320
+6,378
| +217% | +$535K | 0.17% | 116 |
|
|
2022
Q3 | $212K | Buy |
+2,942
| New | +$212K | 0.05% | 356 |
|
|
2020
Q1 | – | Sell |
-5,592
| Closed | -$305K | – | 345 |
|
|
2019
Q4 | $305K | Sell |
5,592
-972
| -15% | -$53K | 0.09% | 200 |
|
|
2019
Q3 | $469K | Buy |
+6,564
| New | +$469K | 0.19% | 138 |
|