PAM
Princeton Alpha Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-20,714
| Closed | -$1.2M | – | 704 |
|
|
2016
Q4 | $1.2M | Buy |
+20,714
| New | +$1.2M | 0.25% | 106 |
|
|
2016
Q2 | – | Sell |
-38,192
| Closed | -$1.51M | – | 915 |
|
|
2016
Q1 | $1.51M | Buy |
38,192
+33,723
| +755% | +$1.33M | 0.24% | 114 |
|
|
2015
Q4 | $201K | Sell |
4,469
-13,673
| -75% | -$615K | 0.03% | 633 |
|
|
2015
Q3 | $859K | Sell |
18,142
-10,769
| -37% | -$510K | 0.18% | 175 |
|
|
2015
Q2 | $1.48M | Buy |
+28,911
| New | +$1.48M | 0.29% | 90 |
|
|
2015
Q1 | – | Sell |
-17,097
| Closed | -$888K | – | 844 |
|
|
2014
Q4 | $888K | Buy |
+17,097
| New | +$888K | 0.25% | 100 |
|
|
2014
Q2 | – | Sell |
-7,860
| Closed | -$361K | – | 814 |
|
|
2014
Q1 | $361K | Buy |
+7,860
| New | +$361K | 0.11% | 286 |
|