Prelude Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-978
| Closed | -$39K | – | 1355 |
|
|
2020
Q3 | $39K | Sell |
978
-1,084
| -53% | -$43.2K | ﹤0.01% | 903 |
|
|
2020
Q2 | $86K | Buy |
+2,062
| New | +$86K | ﹤0.01% | 690 |
|
|
2019
Q4 | – | Sell |
-1,485
| Closed | -$85K | – | 1678 |
|
|
2019
Q3 | $85K | Buy |
+1,485
| New | +$85K | ﹤0.01% | 628 |
|
|
2019
Q2 | – | Sell |
-1,385
| Closed | -$70K | – | 1610 |
|
|
2019
Q1 | $70K | Buy |
1,385
+802
| +138% | +$40.5K | ﹤0.01% | 719 |
|
|
2018
Q4 | $26K | Buy |
+583
| New | +$26K | ﹤0.01% | 897 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1603 |
|
|
2018
Q2 | – | Sell |
-17,315
| Closed | -$1.06M | – | 1581 |
|
|
2018
Q1 | $1.06M | Buy |
+17,315
| New | +$1.06M | 0.08% | 225 |
|
|
2017
Q3 | – | Sell |
-243
| Closed | -$16K | – | 1704 |
|
|
2017
Q2 | $16K | Buy |
+243
| New | +$16K | ﹤0.01% | 1196 |
|
|
2015
Q3 | – | Sell |
-488
| Closed | -$25K | – | 1618 |
|
|
2015
Q2 | $25K | Buy |
+488
| New | +$25K | ﹤0.01% | 1226 |
|
|
2015
Q1 | – | Sell |
-80
| Closed | -$4K | – | 2004 |
|
|
2014
Q4 | $4K | Sell |
80
-580
| -88% | -$29K | ﹤0.01% | 1738 |
|
|
2014
Q3 | $35K | Buy |
+660
| New | +$35K | ﹤0.01% | 1446 |
|