PFG Investments’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Hold |
534
| – | – | 0.01% | 828 |
|
|
2025
Q1 | $243K | Sell |
534
-17
| -3% | -$7.73K | 0.02% | 794 |
|
|
2024
Q4 | $264K | Hold |
551
| – | – | 0.02% | 767 |
|
|
2024
Q3 | $253K | Sell |
551
-2
| -0.4% | -$919 | 0.02% | 795 |
|
|
2024
Q2 | $226K | Sell |
553
-4
| -0.7% | -$1.63K | 0.02% | 773 |
|
|
2024
Q1 | $253K | Buy |
+557
| New | +$253K | 0.02% | 810 |
|