Ritholtz Wealth Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,378
| Closed | -$243K | – | 780 |
|
|
2023
Q3 | $243K | Sell |
3,378
-1,226
| -27% | -$88.4K | 0.01% | 599 |
|
|
2023
Q2 | $349K | Sell |
4,604
-696
| -13% | -$52.8K | 0.02% | 509 |
|
|
2023
Q1 | $394K | Buy |
5,300
+97
| +2% | +$7.21K | 0.02% | 463 |
|
|
2022
Q4 | $437K | Buy |
5,203
+1,737
| +50% | +$146K | 0.02% | 390 |
|
|
2022
Q3 | $250K | Buy |
+3,466
| New | +$250K | 0.01% | 598 |
|