Proficio Capital Partners’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-404
| Closed | -$23K | – | 1143 |
|
|
2019
Q2 | $23K | Sell |
404
-38
| -9% | -$2.16K | 0.01% | 634 |
|
|
2019
Q1 | $22K | Buy |
442
+48
| +12% | +$2.39K | 0.01% | 616 |
|
|
2018
Q4 | $17K | Buy |
394
+234
| +146% | +$10.1K | 0.01% | 592 |
|
|
2018
Q3 | $9K | Sell |
160
-12
| -7% | -$675 | ﹤0.01% | 832 |
|
|
2018
Q2 | $9K | Hold |
172
| – | – | ﹤0.01% | 857 |
|
|
2018
Q1 | $10K | Hold |
172
| – | – | ﹤0.01% | 823 |
|
|
2017
Q4 | $12K | Sell |
172
-34
| -17% | -$2.37K | ﹤0.01% | 754 |
|
|
2017
Q3 | $13K | Hold |
206
| – | – | 0.01% | 717 |
|
|
2017
Q2 | $14K | Sell |
206
-11
| -5% | -$748 | 0.01% | 715 |
|
|
2017
Q1 | $13K | Buy |
217
+54
| +33% | +$3.24K | 0.01% | 746 |
|
|
2016
Q4 | $9K | Sell |
163
-21
| -11% | -$1.16K | ﹤0.01% | 632 |
|
|
2016
Q3 | $9K | Hold |
184
| – | – | 0.01% | 606 |
|
|
2016
Q2 | $8K | Buy |
184
+116
| +171% | +$5.04K | 0.01% | 614 |
|
|
2016
Q1 | $3K | Buy |
68
+14
| +26% | +$618 | ﹤0.01% | 655 |
|
|
2015
Q4 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 676 |
|