Royal Fund 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-273
| Closed | -$8K | – | 444 |
|
|
2020
Q1 | $8K | Sell |
273
-10
| -4% | -$293 | ﹤0.01% | 389 |
|
|
2019
Q4 | $15K | Hold |
283
| – | – | ﹤0.01% | 378 |
|
|
2019
Q3 | $16K | Sell |
283
-69
| -20% | -$3.9K | ﹤0.01% | 362 |
|
|
2019
Q2 | $20K | Sell |
352
-11
| -3% | -$625 | 0.01% | 322 |
|
|
2019
Q1 | $18K | Sell |
363
-1
| -0.3% | -$50 | 0.01% | 314 |
|
|
2018
Q4 | $16K | Buy |
364
+35
| +11% | +$1.54K | 0.01% | 291 |
|
|
2018
Q3 | $19K | Buy |
329
+273
| +488% | +$15.8K | 0.01% | 280 |
|
|
2018
Q2 | $2K | Hold |
56
| – | – | ﹤0.01% | 487 |
|
|
2018
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 433 |
|
|
2017
Q4 | $3K | Hold |
56
| – | – | ﹤0.01% | 551 |
|
|
2017
Q3 | $3K | Hold |
56
| – | – | ﹤0.01% | 395 |
|
|
2017
Q2 | $3K | Hold |
56
| – | – | ﹤0.01% | 363 |
|
|
2017
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 347 |
|
|
2016
Q4 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 334 |
|