Rational Advisors’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
Q4 | – | Sell |
-98
| Closed | -$4K | – | 503 |
|
|
2020
Q3 | $4K | Buy |
98
+28
| +40% | +$1.14K | ﹤0.01% | 407 |
|
|
2020
Q2 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 462 |
|
|
2020
Q1 | – | Sell |
-642
| Closed | -$35K | – | 423 |
|
|
2019
Q4 | $35K | Sell |
642
-484
| -43% | -$26.4K | 0.02% | 385 |
|
|
2019
Q3 | $64K | Sell |
1,126
-35,582
| -97% | -$2.02M | 0.02% | 333 |
|
|
2019
Q2 | $2.13M | Buy |
36,708
+36,502
| +17,719% | +$2.11M | 0.75% | 30 |
|
|
2019
Q1 | $10K | Buy |
206
+105
| +104% | +$5.1K | ﹤0.01% | 424 |
|
|
2018
Q4 | $4K | Buy |
101
+63
| +166% | +$2.5K | ﹤0.01% | 443 |
|
|
2018
Q3 | $2K | Sell |
38
-71
| -65% | -$3.74K | ﹤0.01% | 472 |
|
|
2018
Q2 | $6K | Sell |
109
-67
| -38% | -$3.69K | ﹤0.01% | 381 |
|
|
2018
Q1 | $11K | Buy |
+176
| New | +$11K | 0.01% | 367 |
|
|
2017
Q2 | – | Sell |
-18,800
| Closed | -$1.19M | – | 338 |
|
|
2017
Q1 | $1.19M | Buy |
+18,800
| New | +$1.19M | 0.78% | 42 |
|
|
2016
Q4 | – | Sell |
-13,800
| Closed | -$711K | – | 286 |
|
|
2016
Q3 | $711K | Buy |
+13,800
| New | +$711K | 0.47% | 75 |
|
|
2013
Q4 | $2.88M | Sell |
58,340
-35,100
| -38% | -$1.73M | 0.25% | 137 |
|
|
2013
Q3 | $4M | Buy |
93,440
+40,100
| +75% | +$1.72M | 0.31% | 92 |
|
|
2013
Q2 | $2M | Buy |
+53,340
| New | +$2M | 0.17% | 201 |
|