Realta Investment 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
Q1
Sell
-4,236
Closed -$233K 1074
2019
Q4
$233K Buy
4,236
+1,453
+52% +$79.9K 0.06% 305
2019
Q3
$159K Sell
2,783
-518
-16% -$29.6K 0.04% 381
2019
Q2
$191K Buy
3,301
+1,829
+124% +$106K 0.05% 342
2019
Q1
$75K Buy
+1,472
New +$75K 0.03% 453