Smith Group Asset Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-730
| Closed | -$52K | – | 455 |
|
|
2017
Q4 | $52K | Hold |
730
| – | – | ﹤0.01% | 326 |
|
|
2017
Q3 | $47K | Sell |
730
-20
| -3% | -$1.29K | ﹤0.01% | 327 |
|
|
2017
Q2 | $48K | Sell |
750
-50
| -6% | -$3.2K | ﹤0.01% | 336 |
|
|
2017
Q1 | $50K | Sell |
800
-30
| -4% | -$1.88K | ﹤0.01% | 333 |
|
|
2016
Q4 | $48K | Buy |
+830
| New | +$48K | ﹤0.01% | 335 |
|