Rampart Investment Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,949
| Closed | -$81K | – | 488 |
|
|
2020
Q2 | $81K | Sell |
1,949
-38
| -2% | -$1.58K | 0.01% | 473 |
|
|
2020
Q1 | $62K | Sell |
1,987
-1,125
| -36% | -$35.1K | 0.03% | 412 |
|
|
2019
Q4 | $171K | Buy |
3,112
+132
| +4% | +$7.25K | 0.02% | 472 |
|
|
2019
Q3 | $170K | Sell |
2,980
-8,966
| -75% | -$511K | 0.02% | 452 |
|
|
2019
Q2 | $692K | Buy |
11,946
+9,560
| +401% | +$554K | 0.08% | 274 |
|
|
2019
Q1 | $120K | Sell |
2,386
-97
| -4% | -$4.88K | 0.01% | 495 |
|
|
2018
Q4 | $110K | Sell |
2,483
-3,021
| -55% | -$134K | 0.03% | 388 |
|
|
2018
Q3 | $156K | Sell |
5,504
-9,472
| -63% | -$269K | 0.07% | 307 |
|
|
2018
Q2 | $793K | Sell |
14,976
-4,159
| -22% | -$220K | 0.08% | 297 |
|
|
2018
Q1 | $1.17M | Buy |
19,135
+15,503
| +427% | +$945K | 0.11% | 226 |
|
|
2017
Q4 | $256K | Buy |
3,632
+337
| +10% | +$23.8K | 0.1% | 236 |
|
|
2017
Q3 | $212K | Buy |
3,295
+210
| +7% | +$13.5K | 0.07% | 292 |
|
|
2017
Q2 | $198K | Buy |
3,085
+2,347
| +318% | +$151K | 0.07% | 301 |
|
|
2017
Q1 | $47K | Sell |
738
-13,763
| -95% | -$877K | 0.02% | 283 |
|
|
2016
Q4 | $839K | Sell |
14,501
-47
| -0.3% | -$2.72K | 0.3% | 38 |
|
|
2016
Q3 | $750K | Buy |
+14,548
| New | +$750K | 0.29% | 26 |
|