Principal Financial Group’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
60,496
+9,700
| +19% | +$267K | ﹤0.01% | 1828 |
|
|
2025
Q1 | $1.25M | Buy |
+50,796
| New | +$1.25M | ﹤0.01% | 1822 |
|
|
2024
Q1 | – | Sell |
-12,234
| Closed | -$259K | – | 2455 |
|
|
2023
Q4 | $259K | Buy |
12,234
+2,771
| +29% | +$58.7K | ﹤0.01% | 2099 |
|
|
2023
Q3 | $200K | Buy |
+9,463
| New | +$200K | ﹤0.01% | 2168 |
|