RWA
Ropes Wealth Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-517
| Closed | -$26K | – | 628 |
|
|
2020
Q4 | $26K | Buy |
517
+7
| +1% | +$352 | ﹤0.01% | 458 |
|
|
2020
Q3 | $21K | Hold |
510
| – | – | ﹤0.01% | 432 |
|
|
2020
Q2 | $21K | Sell |
510
-210
| -29% | -$8.65K | ﹤0.01% | 390 |
|
|
2020
Q1 | $23K | Sell |
720
-3,855
| -84% | -$123K | 0.01% | 354 |
|
|
2019
Q4 | $252K | Sell |
4,575
-88
| -2% | -$4.85K | 0.05% | 189 |
|
|
2019
Q3 | $266K | Sell |
4,663
-46
| -1% | -$2.62K | 0.06% | 193 |
|
|
2019
Q2 | $273K | Buy |
4,709
+239
| +5% | +$13.9K | 0.06% | 197 |
|
|
2019
Q1 | $224K | Buy |
4,470
+390
| +10% | +$19.5K | 0.06% | 206 |
|
|
2018
Q4 | $180K | Sell |
4,080
-577
| -12% | -$25.5K | 0.05% | 215 |
|
|
2018
Q3 | $273K | Buy |
4,657
+611
| +15% | +$35.8K | 0.07% | 196 |
|
|
2018
Q2 | $214K | Buy |
4,046
+910
| +29% | +$48.1K | 0.06% | 218 |
|
|
2018
Q1 | $191K | Buy |
+3,136
| New | +$191K | 0.05% | 221 |
|
|
2016
Q3 | – | Sell |
-88
| Closed | -$4K | – | 490 |
|
|
2016
Q2 | $4K | Buy |
+88
| New | +$4K | ﹤0.01% | 414 |
|