Principal Financial Group’s EXCEL TRUST , INC COM STK EXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-11,393
| Closed | -$180K | – | 2274 |
|
|
2015
Q2 | $180K | Buy |
+11,393
| New | +$180K | ﹤0.01% | 2058 |
|
|
2014
Q4 | – | Sell |
-11,548
| Closed | -$136K | – | 2277 |
|
|
2014
Q3 | $136K | Hold |
11,548
| – | – | ﹤0.01% | 2098 |
|
|
2014
Q2 | $154K | Buy |
11,548
+25
| +0.2% | +$333 | ﹤0.01% | 2137 |
|
|
2014
Q1 | $146K | Sell |
11,523
-3,483
| -23% | -$44.1K | ﹤0.01% | 2190 |
|
|
2013
Q4 | $171K | Sell |
15,006
-277
| -2% | -$3.16K | ﹤0.01% | 2188 |
|
|
2013
Q3 | $183K | Sell |
15,283
-978
| -6% | -$11.7K | ﹤0.01% | 2137 |
|
|
2013
Q2 | $208K | Buy |
+16,261
| New | +$208K | ﹤0.01% | 2073 |
|