Principal Financial Group’s P3 Health Partners PIII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,607
| Closed | -$82.8K | – | 2433 |
|
|
2024
Q1 | $82.8K | Hold |
1,607
| – | – | ﹤0.01% | 2294 |
|
|
2023
Q4 | $113K | Buy |
1,607
+6
| +0.4% | +$423 | ﹤0.01% | 2255 |
|
|
2023
Q3 | $118K | Buy |
1,601
+188
| +13% | +$13.8K | ﹤0.01% | 2258 |
|
|
2023
Q2 | $211K | Buy |
1,413
+36
| +3% | +$5.38K | ﹤0.01% | 2169 |
|
|
2023
Q1 | $73K | Hold |
1,377
| – | – | ﹤0.01% | 2337 |
|
|
2022
Q4 | $127K | Buy |
+1,377
| New | +$127K | ﹤0.01% | 2265 |
|