Sargent Bickham Lagudis’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-147
| Closed | -$9K | – | 782 |
|
|
2018
Q3 | $9K | Hold |
147
| – | – | ﹤0.01% | 623 |
|
|
2018
Q2 | $8K | Hold |
147
| – | – | ﹤0.01% | 617 |
|
|
2018
Q1 | $9K | Sell |
147
-55
| -27% | -$3.37K | ﹤0.01% | 607 |
|
|
2017
Q4 | $14K | Hold |
202
| – | – | ﹤0.01% | 553 |
|
|
2017
Q3 | $13K | Hold |
202
| – | – | ﹤0.01% | 570 |
|
|
2017
Q2 | $13K | Hold |
202
| – | – | ﹤0.01% | 537 |
|
|
2017
Q1 | $13K | Hold |
202
| – | – | ﹤0.01% | 553 |
|
|
2016
Q4 | $12K | Hold |
202
| – | – | ﹤0.01% | 538 |
|
|
2016
Q3 | $10 | Hold |
202
| – | – | ﹤0.01% | 579 |
|
|
2016
Q2 | $8K | Hold |
202
| – | – | ﹤0.01% | 573 |
|
|
2016
Q1 | $8K | Buy |
+202
| New | +$8K | ﹤0.01% | 589 |
|