Schubert & Co’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-351
| Closed | -$26.1K | – | 1098 |
|
|
2023
Q1 | $26.1K | Sell |
351
-26
| -7% | -$1.93K | 0.02% | 105 |
|
|
2022
Q4 | $31.6K | Buy |
377
+20
| +6% | +$1.68K | 0.03% | 84 |
|
|
2022
Q3 | $26K | Buy |
357
+13
| +4% | +$947 | 0.02% | 90 |
|
|
2022
Q2 | $23K | Buy |
344
+34
| +11% | +$2.27K | 0.02% | 104 |
|
|
2022
Q1 | $23K | Sell |
310
-4
| -1% | -$297 | 0.03% | 80 |
|
|
2021
Q4 | $23K | Buy |
+314
| New | +$23K | 0.02% | 68 |
|