Rockbridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-258
| Closed | -$20.3K | – | 489 |
|
|
2023
Q4 | $20.3K | Buy |
+258
| New | +$20.3K | ﹤0.01% | 326 |
|
|
2022
Q3 | – | Sell |
-258
| Closed | -$17.2K | – | 456 |
|
|
2022
Q2 | $17.2K | Hold |
258
| – | – | ﹤0.01% | 312 |
|
|
2022
Q1 | $19.1K | Hold |
258
| – | – | ﹤0.01% | 420 |
|
|
2021
Q4 | $19K | Hold |
258
| – | – | ﹤0.01% | 487 |
|
|
2021
Q3 | $17K | Buy |
+258
| New | +$17K | ﹤0.01% | 462 |
|