SHA
Smith Hayes Advisers’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.8M | Sell |
45,515
-4,750
| -9% | -$187K | 0.37% | 77 |
|
|
2015
Q4 | $2.26M | Sell |
50,265
-8,861
| -15% | -$399K | 0.48% | 55 |
|
|
2015
Q3 | $2.8M | Buy |
59,126
+608
| +1% | +$28.8K | 0.61% | 45 |
|
|
2015
Q2 | $3M | Buy |
58,518
+1,434
| +3% | +$73.5K | 0.59% | 49 |
|
|
2015
Q1 | $2.93M | Buy |
57,084
+1,064
| +2% | +$54.7K | 0.58% | 48 |
|
|
2014
Q4 | $2.91M | Buy |
56,020
+1,328
| +2% | +$69K | 0.61% | 48 |
|
|
2014
Q3 | $2.87M | Sell |
54,692
-840
| -2% | -$44.1K | 0.67% | 41 |
|
|
2014
Q2 | $2.8M | Buy |
55,532
+7,818
| +16% | +$395K | 0.66% | 47 |
|
|
2014
Q1 | $2.19M | Buy |
47,714
+24,954
| +110% | +$1.15M | 0.54% | 55 |
|
|
2013
Q4 | $1.12M | Hold |
22,760
| – | – | 0.37% | 86 |
|
|
2013
Q3 | $975K | Buy |
22,760
+306
| +1% | +$13.1K | 0.37% | 88 |
|
|
2013
Q2 | $841K | Buy |
+22,454
| New | +$841K | 0.35% | 89 |
|