Principle Wealth Partners’s Seagate STX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,700
| Closed | -$401K | – | 349 |
|
|
2023
Q4 | $401K | Hold |
4,700
| – | – | 0.03% | 234 |
|
|
2023
Q3 | $310K | Sell |
4,700
-685
| -13% | -$45.2K | 0.03% | 257 |
|
|
2023
Q2 | $333K | Hold |
5,385
| – | – | 0.03% | 248 |
|
|
2023
Q1 | $356K | Hold |
5,385
| – | – | 0.04% | 228 |
|
|
2022
Q4 | $283K | Buy |
+5,385
| New | +$283K | 0.03% | 258 |
|
|
2020
Q3 | – | Sell |
-3,265
| Closed | -$158K | – | 392 |
|
|
2020
Q2 | $158K | Buy |
+3,265
| New | +$158K | 0.05% | 165 |
|