Simplicity Solutions’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $406K | Buy |
5,157
+97
| +2% | +$7.63K | 0.01% | 738 |
|
|
2023
Q3 | $365K | Sell |
5,060
-315
| -6% | -$22.7K | 0.01% | 696 |
|
|
2023
Q2 | $408K | Sell |
5,375
-40
| -0.7% | -$3.03K | 0.01% | 729 |
|
|
2023
Q1 | $402K | Buy |
5,415
+2,990
| +123% | +$222K | 0.01% | 756 |
|
|
2022
Q4 | $203K | Buy |
+2,425
| New | +$203K | 0.03% | 623 |
|
|
2021
Q1 | – | Sell |
-32,869
| Closed | -$1.63M | – | 829 |
|
|
2020
Q4 | $1.63M | Buy |
32,869
+4,138
| +14% | +$205K | 0.02% | 433 |
|
|
2020
Q3 | $1.16M | Sell |
28,731
-5,611
| -16% | -$226K | 0.02% | 449 |
|
|
2020
Q2 | $1.43M | Buy |
34,342
+11,924
| +53% | +$495K | 0.03% | 375 |
|
|
2020
Q1 | $702K | Buy |
22,418
+6,196
| +38% | +$194K | 0.02% | 419 |
|
|
2019
Q4 | $892K | Buy |
16,222
+7,987
| +97% | +$439K | 0.03% | 409 |
|
|
2019
Q3 | $471K | Sell |
8,235
-439
| -5% | -$25.1K | 0.02% | 430 |
|
|
2019
Q2 | $502K | Buy |
8,674
+4,416
| +104% | +$256K | 0.02% | 349 |
|
|
2019
Q1 | $214K | Sell |
4,258
-4,987
| -54% | -$251K | 0.01% | 665 |
|
|
2018
Q4 | $408K | Buy |
9,245
+1,186
| +15% | +$52.3K | 0.05% | 356 |
|
|
2018
Q3 | $472K | Sell |
8,059
-9,369
| -54% | -$549K | 0.03% | 275 |
|
|
2018
Q2 | $922K | Buy |
+17,428
| New | +$922K | 0.07% | 159 |
|