SAM
Strategy Asset Managers’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,474
| Closed | -$643K | – | 304 |
|
|
2024
Q2 | $643K | Buy |
+8,474
| New | +$643K | 0.14% | 120 |
|
|
2023
Q3 | – | Sell |
-8,474
| Closed | -$643K | – | 262 |
|
|
2023
Q2 | $643K | Buy |
8,474
+558
| +7% | +$42.3K | 0.14% | 120 |
|
|
2023
Q1 | $588K | Buy |
+7,916
| New | +$588K | 0.14% | 125 |
|