SWMG
Signature Wealth Management Group’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-57,928
| Closed | -$3.19M | – | 77 |
|
|
2019
Q4 | $3.19M | Buy |
57,928
+496
| +0.9% | +$27.3K | 2.01% | 23 |
|
|
2019
Q3 | $3.28M | Buy |
57,432
+190
| +0.3% | +$10.9K | 2.17% | 19 |
|
|
2019
Q2 | $3.37M | Sell |
57,242
-526
| -0.9% | -$30.9K | 2.25% | 17 |
|
|
2019
Q1 | $2.9M | Buy |
57,768
+936
| +2% | +$47K | 2.03% | 26 |
|
|
2018
Q4 | $2.51M | Buy |
56,832
+1,258
| +2% | +$55.6K | 1.95% | 31 |
|
|
2018
Q3 | $2.55M | Buy |
55,574
+55,499
| +73,999% | +$2.54M | 1.89% | 27 |
|
|
2018
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 271 |
|
|
2018
Q1 | $5K | Sell |
75
-20
| -21% | -$1.33K | ﹤0.01% | 245 |
|
|
2017
Q4 | $7K | Buy |
+95
| New | +$7K | 0.01% | 224 |
|