Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $406K | Buy |
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|
2023
Q3 | $365K | Sell |
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|
2023
Q2 | $408K | Sell |
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|
2023
Q1 | $402K | Buy |
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|
2022
Q4 | $203K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.63M | Buy |
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|
2020
Q3 | $1.16M | Sell |
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|
2020
Q2 | $1.43M | Buy |
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|
2020
Q1 | $702K | Buy |
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|
2019
Q4 | $892K | Buy |
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|
2019
Q3 | $471K | Sell |
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|
2019
Q2 | $502K | Buy |
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|
2019
Q1 | $214K | Sell |
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|
2018
Q4 | $408K | Buy |
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|
2018
Q3 | $472K | Sell |
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|
2018
Q2 | $922K | Buy |
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