PFG Investments’s FiscalNote NOTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6K | Hold |
1,652
| – | – | ﹤0.01% | 1040 |
|
|
2025
Q1 | $16K | Sell |
1,652
-2,223
| -57% | -$21.6K | ﹤0.01% | 1000 |
|
|
2024
Q4 | $49.8K | Buy |
3,875
+2,292
| +145% | +$29.4K | ﹤0.01% | 980 |
|
|
2024
Q3 | $24.3K | Hold |
1,583
| – | – | ﹤0.01% | 993 |
|
|
2024
Q2 | $27.7K | Sell |
1,583
-2,250
| -59% | -$39.4K | ﹤0.01% | 915 |
|
|
2024
Q1 | $61.2K | Buy |
+3,833
| New | +$61.2K | ﹤0.01% | 989 |
|