Principal Securities’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130K | Sell |
291
-66
| -18% | -$29.5K | ﹤0.01% | 1426 |
|
|
2025
Q1 | $171K | Hold |
357
| – | – | ﹤0.01% | 1193 |
|
|
2024
Q4 | $171K | Buy |
357
+19
| +6% | +$9.13K | ﹤0.01% | 1192 |
|
|
2024
Q3 | $155K | Buy |
338
+45
| +15% | +$20.7K | ﹤0.01% | 1207 |
|
|
2024
Q2 | $120K | Buy |
293
+10
| +4% | +$4.08K | ﹤0.01% | 1246 |
|
|
2024
Q1 | $129K | Buy |
283
+123
| +77% | +$55.9K | ﹤0.01% | 1185 |
|
|
2023
Q4 | $76.3K | Buy |
+160
| New | +$76.3K | ﹤0.01% | 1299 |
|