Security National Trust’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $7K | Hold |
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|
2021
Q2 | $7K | Hold |
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|
2021
Q1 | $6K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $7K | Hold |
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|
2017
Q3 | $6K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $6K | Hold |
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|
2016
Q1 | $6K | Sell |
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|
2015
Q4 | $10K | Hold |
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|
2015
Q3 | $11K | Hold |
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|
2015
Q2 | $12K | Hold |
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|
2015
Q1 | $12K | Hold |
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|
2014
Q4 | $12K | Hold |
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|
2014
Q3 | $12K | Hold |
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|
2014
Q2 | $11K | Buy |
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