QIM
Quest Investment Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,600
| Closed | -$253K | – | 106 |
|
|
2019
Q4 | $253K | Hold |
4,600
| – | – | 0.03% | 102 |
|
|
2019
Q3 | $263K | Hold |
4,600
| – | – | 0.03% | 97 |
|
|
2019
Q2 | $266K | Hold |
4,600
| – | – | 0.03% | 94 |
|
|
2019
Q1 | $231K | Hold |
4,600
| – | – | 0.03% | 98 |
|
|
2018
Q4 | $203K | Hold |
4,600
| – | – | 0.03% | 100 |
|
|
2018
Q3 | $270K | Hold |
4,600
| – | – | 0.04% | 104 |
|
|
2018
Q2 | $244K | Hold |
4,600
| – | – | 0.04% | 102 |
|
|
2018
Q1 | $280K | Hold |
4,600
| – | – | 0.04% | 105 |
|
|
2017
Q4 | $325K | Hold |
4,600
| – | – | 0.05% | 102 |
|
|
2017
Q3 | $296K | Hold |
4,600
| – | – | 0.04% | 98 |
|
|
2017
Q2 | $295K | Hold |
4,600
| – | – | 0.04% | 97 |
|
|
2017
Q1 | $290K | Hold |
4,600
| – | – | 0.04% | 95 |
|
|
2016
Q4 | $266K | Hold |
4,600
| – | – | 0.03% | 90 |
|
|
2016
Q3 | $237K | Buy |
+4,600
| New | +$237K | 0.03% | 93 |
|
|
2016
Q1 | – | Sell |
-4,600
| Closed | -$207K | – | 109 |
|
|
2015
Q4 | $207K | Hold |
4,600
| – | – | 0.03% | 105 |
|
|
2015
Q3 | $218K | Hold |
4,600
| – | – | 0.03% | 102 |
|
|
2015
Q2 | $236K | Hold |
4,600
| – | – | 0.03% | 110 |
|
|
2015
Q1 | $236K | Hold |
4,600
| – | – | 0.03% | 118 |
|
|
2014
Q4 | $239K | Hold |
4,600
| – | – | 0.03% | 118 |
|
|
2014
Q3 | $241K | Sell |
4,600
-200
| -4% | -$10.5K | 0.03% | 198 |
|
|
2014
Q2 | $242K | Hold |
4,800
| – | – | 0.02% | 196 |
|
|
2014
Q1 | $221K | Hold |
4,800
| – | – | 0.02% | 215 |
|
|
2013
Q4 | $237K | Buy |
+4,800
| New | +$237K | 0.02% | 207 |
|